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Harold Davidson & Associates’s Goldman Sachs GS Stock Holding History

Harold Davidson & Associates’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.29M Sell
3,255
-45
-1% -$43.9K 1.43% 18
2026
Q1 		$2.79M Buy
3,300
+48
+1% +$42.8K 1.36% 21
2025
Q4 		$2.86M Buy
3,252
+86
+3% +$70.2K 1.26% 21
2025
Q3 		$2.52M Buy
3,166
+1,104
+54% +$818K 1.15% 20
2025
Q2 		$1.46M Sell
2,062
-1,019
-33% -$590K 0.95% 21
2025
Q1 		$1.68M Buy
3,081
+1,028
+50% +$619K 0.92% 27
2024
Q4 		$1.18M Buy
+2,053
New +$1.15M 0.56% 41

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Harold Davidson & Associates's GS Position: Q2 2026 in Review

Harold Davidson & Associates reduced its Goldman Sachs (GS) stake by 1.4% in Q2 2026, selling an estimated $43.9K and leaving 3,255 shares worth $3.29M. The position accounts for 1.43% of the portfolio, ranked #18.

Harold Davidson & Associates first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Harold Davidson & Associates held 3,255 shares of Goldman Sachs worth $3.29M as of Q2 2026.
  • Harold Davidson & Associates sold 45 Goldman Sachs shares in Q2 2026, an estimated $43.9K.
  • Goldman Sachs made up 1.43% of Harold Davidson & Associates's portfolio in Q2 2026, its #18 holding.
  • Harold Davidson & Associates first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.