Halbert Hargrove Global Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Hold |
0
| – | – | – | 641 |
|
|
2025
Q4 | – | Sell |
-63
| Closed | -$50.2K | – | 529 |
|
|
2025
Q3 | $50.2K | Buy |
+63
| New | +$46.7K | ﹤0.01% | 182 |
|
|
2025
Q2 | – | Sell |
-11
| Closed | -$6.01K | – | 451 |
|
|
2025
Q1 | $6.01K | Buy |
+11
| New | +$6.62K | ﹤0.01% | 294 |
|
|
2023
Q2 | – | Sell |
-897
| Closed | -$293K | – | 123 |
|
|
2023
Q1 | $293K | Hold |
897
| – | – | 0.02% | 113 |
|
|
2022
Q4 | $308K | Sell |
897
-7
| -0.8% | -$2.44K | 0.02% | 105 |
|
|
2022
Q3 | $265K | Buy |
904
+50
| +6% | +$16.2K | 0.02% | 120 |
|
|
2022
Q2 | $254K | Buy |
854
+71
| +9% | +$22.1K | 0.02% | 127 |
|
|
2022
Q1 | $259K | Sell |
783
-17
| -2% | -$6K | 0.02% | 135 |
|
|
2021
Q4 | $306K | Buy |
800
+2
| +0.3% | +$792 | 0.02% | 115 |
|
|
2021
Q3 | $302K | Buy |
798
+5
| +0.6% | +$1.95K | 0.02% | 99 |
|
|
2021
Q2 | $301K | Sell |
793
-4
| -0.5% | -$1.43K | 0.02% | 111 |
|
|
2021
Q1 | $261K | Buy |
797
+12
| +2% | +$3.74K | 0.02% | 103 |
|
|
2020
Q4 | $207K | Buy |
+785
| New | +$175K | 0.02% | 111 |
|
|
2018
Q2 | – | Sell |
-806
| Closed | -$203K | – | 75 |
|
|
2018
Q1 | $203K | Sell |
806
-28
| -3% | -$7.29K | 0.05% | 69 |
|
|
2017
Q4 | $212K | Sell |
834
-8
| -1% | -$1.96K | 0.06% | 69 |
|
|
2017
Q3 | $200K | Buy |
+842
| New | +$190K | 0.06% | 66 |
|
|
2017
Q2 | – | Sell |
-883
| Closed | -$203K | – | 71 |
|
|
2017
Q1 | $203K | Sell |
883
-391
| -31% | -$94.4K | 0.05% | 78 |
|
|
2016
Q4 | $305K | Sell |
1,274
-23
| -2% | -$4.67K | 0.08% | 46 |
|
|
2016
Q3 | $209K | Sell |
1,297
-170
| -12% | -$27.6K | 0.06% | 66 |
|
|
2016
Q2 | $218K | Sell |
1,467
-199
| -12% | -$31K | 0.06% | 67 |
|
|
2016
Q1 | $262K | Sell |
1,666
-284
| -15% | -$43.9K | 0.09% | 58 |
|
|
2015
Q4 | $351K | Sell |
1,950
-59
| -3% | -$11K | 0.15% | 51 |
|
|
2015
Q3 | $349K | Sell |
2,009
-2,831
| -58% | -$555K | 0.17% | 44 |
|
|
2015
Q2 | $1.01M | Sell |
4,840
-230
| -5% | -$46.9K | 0.25% | 27 |
|
|
2015
Q1 | $953K | Buy |
5,070
+2,158
| +74% | +$401K | 0.31% | 32 |
|
|
2014
Q4 | $564K | Sell |
2,912
-148
| -5% | -$27.8K | 0.28% | 37 |
|
|
2014
Q3 | $562K | Buy |
3,060
+203
| +7% | +$35.7K | 0.16% | 47 |
|
|
2014
Q2 | $478K | Sell |
2,857
-8
| -0.3% | -$1.29K | 0.14% | 45 |
|
|
2014
Q1 | $469K | Sell |
2,865
-94
| -3% | -$15.8K | 0.14% | 47 |
|
|
2013
Q4 | $525K | Sell |
2,959
-567
| -16% | -$93.5K | 0.16% | 38 |
|
|
2013
Q3 | $558K | Buy |
3,526
+115
| +3% | +$18.5K | 0.19% | 36 |
|
|
2013
Q2 | $516K | Buy |
+3,411
| New | +$520K | 0.19% | 44 |
|
Other funds holding GS
SCI
HIIFS
RG
SMDAM
FI
Halbert Hargrove Global Advisors's GS Position: Q2 2026 in Review
Halbert Hargrove Global Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 0 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #641.
Halbert Hargrove Global Advisors first reported a position in GS in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.01M in Q2 2015. 1,442 funds tracked by Wall St. Rank hold GS as of Q2 2026.
- Halbert Hargrove Global Advisors held 0 shares of Goldman Sachs worth $223 as of Q2 2026.
- Halbert Hargrove Global Advisors left its Goldman Sachs share count unchanged in Q2 2026.
- Goldman Sachs made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #641 holding.
- Halbert Hargrove Global Advisors first reported a position in Goldman Sachs in Q2 2013 and has held it in 31 quarters since.
- Halbert Hargrove Global Advisors's Goldman Sachs position peaked at $1.01M in Q2 2015.
- 1,442 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.