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Harvey Investment Company’s Goldman Sachs GS Stock Holding History

Harvey Investment Company’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
Q1 		$296K Hold
350
– – 0.03% 90
2025
Q4 		$308K Hold
350
– – 0.03% 88
2025
Q3 		$279K Hold
350
– – 0.03% 92
2025
Q2 		$248K Buy
+350
New +$203K 0.03% 96
2025
Q1 		– Sell
-420
Closed -$241K – 102
2024
Q4 		$241K Hold
420
– – 0.03% 97
2024
Q3 		$208K Buy
+420
New +$205K 0.02% 100

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvey Investment Company's GS Position: Q1 2026 in Review

Harvey Investment Company held its Goldman Sachs (GS) position steady in Q1 2026 at 350 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #90.

Harvey Investment Company first reported a position in GS in Q3 2024 and has held it in 6 quarters since. The position peaked at $308K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Harvey Investment Company held 350 shares of Goldman Sachs worth $296K as of Q1 2026.
  • Harvey Investment Company left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.03% of Harvey Investment Company's portfolio in Q1 2026, its #90 holding.
  • Harvey Investment Company first reported a position in Goldman Sachs in Q3 2024 and has held it in 6 quarters since.
  • Harvey Investment Company's Goldman Sachs position peaked at $308K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Harvey Investment Company's 13F filing for Q1 2026, filed 21 Apr 2026.