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Harvest Investment Advisors’s Goldman Sachs GS Stock Holding History

Harvest Investment Advisors’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 		$3.02M Sell
2,989
-6
-0.2% -$5.85K 1.5% 11
2026
Q1 		$2.53M Sell
2,995
-1,126
-27% -$1M 1.41% 13
2025
Q4 		$3.62M Buy
4,121
+24
+0.6% +$19.6K 2.05% 8
2025
Q3 		$3.26M Sell
4,097
-201
-5% -$149K 1.92% 8
2025
Q2 		$3.04M Sell
4,298
-423
-9% -$245K 1.96% 8
2025
Q1 		$2.58M Sell
4,721
-68
-1% -$40.9K 1.86% 9
2024
Q4 		$2.74M Sell
4,789
-134
-3% -$74.7K 1.9% 9
2024
Q3 		$2.44M Buy
4,923
+8
+0.2% +$3.91K 1.66% 9
2024
Q2 		$2.22M Sell
4,915
-77
-2% -$33.8K 1.64% 11
2024
Q1 		$2.08M Sell
4,992
-7
-0.1% -$2.72K 1.56% 10
2023
Q4 		$1.93M Buy
4,999
+7
+0.1% +$2.34K 1.55% 12
2023
Q3 		$1.62M Sell
4,992
-46
-0.9% -$15.4K 1.45% 15
2023
Q2 		$1.62M Buy
5,038
+12
+0.2% +$3.94K 1.39% 13
2023
Q1 		$1.64M Buy
5,026
+14
+0.3% +$4.87K 1.46% 13
2022
Q4 		$1.72M Buy
+5,012
New +$1.74M 1.62% 10

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harvest Investment Advisors's GS Position: Q2 2026 in Review

Harvest Investment Advisors reduced its Goldman Sachs (GS) stake by 0.2% in Q2 2026, selling an estimated $5.85K and leaving 2,989 shares worth $3.02M. The position accounts for 1.5% of the portfolio, ranked #11.

Harvest Investment Advisors first reported a position in GS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.62M in Q4 2025. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Harvest Investment Advisors held 2,989 shares of Goldman Sachs worth $3.02M as of Q2 2026.
  • Harvest Investment Advisors sold 6 Goldman Sachs shares in Q2 2026, an estimated $5.85K.
  • Goldman Sachs made up 1.5% of Harvest Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Harvest Investment Advisors first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • Harvest Investment Advisors's Goldman Sachs position peaked at $3.62M in Q4 2025.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Harvest Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.