HBK Sorce Advisory’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
Q1 | $3.92M | Buy |
4,186
+72
| +2% | +$64.2K | 0.08% | 95 |
|
|
2025
Q4 | $3.82M | Buy |
4,114
+15
| +0.4% | +$12.2K | 0.09% | 97 |
|
|
2025
Q3 | $3.15M | Sell |
4,099
-9
| -0.2% | -$6.67K | 0.08% | 104 |
|
|
2025
Q2 | $2.91M | Buy |
4,108
+42
| +1% | +$24.3K | 0.08% | 107 |
|
|
2025
Q1 | $2.22M | Sell |
4,066
-48
| -1% | -$28.9K | 0.07% | 124 |
|
|
2024
Q4 | $2.36M | Sell |
4,114
-133
| -3% | -$74.2K | 0.07% | 124 |
|
|
2024
Q3 | $2.1M | Sell |
4,247
-121
| -3% | -$59.2K | 0.06% | 134 |
|
|
2024
Q2 | $1.98M | Sell |
4,368
-2
| -0% | -$878 | 0.07% | 136 |
|
|
2024
Q1 | $1.83M | Sell |
4,370
-27
| -0.6% | -$10.5K | 0.06% | 151 |
|
|
2023
Q4 | $1.7M | Sell |
4,397
-193
| -4% | -$64.4K | 0.07% | 155 |
|
|
2023
Q3 | $1.49M | Sell |
4,590
-845
| -16% | -$282K | 0.07% | 153 |
|
|
2023
Q2 | $1.75M | Sell |
5,435
-7
| -0.1% | -$2.3K | 0.07% | 151 |
|
|
2023
Q1 | $1.78M | Sell |
5,442
-5,566
| -51% | -$1.94M | 0.08% | 144 |
|
|
2022
Q4 | $3.78M | Buy |
11,008
+6,320
| +135% | +$2.2M | 0.1% | 137 |
|
|
2022
Q3 | $1.38M | Buy |
4,688
+2,881
| +159% | +$933K | 0.09% | 146 |
|
|
2022
Q2 | $537K | Sell |
1,807
-2,613
| -59% | -$814K | 0.04% | 228 |
|
|
2022
Q1 | $1.46M | Sell |
4,420
-32
| -0.7% | -$11.3K | 0.08% | 164 |
|
|
2021
Q4 | $1.7M | Buy |
4,452
+1,240
| +39% | +$491K | 0.09% | 155 |
|
|
2021
Q3 | $1.21M | Buy |
3,212
+704
| +28% | +$275K | 0.07% | 184 |
|
|
2021
Q2 | $952K | Buy |
2,508
+124
| +5% | +$44.4K | 0.05% | 206 |
|
|
2021
Q1 | $779K | Buy |
2,384
+92
| +4% | +$28.6K | 0.05% | 226 |
|
|
2020
Q4 | $604K | Buy |
2,292
+175
| +8% | +$39K | 0.04% | 247 |
|
|
2020
Q3 | $425K | Buy |
2,117
+11
| +0.5% | +$2.24K | 0.03% | 286 |
|
|
2020
Q2 | $416K | Buy |
2,106
+11
| +0.5% | +$2.06K | 0.03% | 278 |
|
|
2020
Q1 | $324K | Buy |
2,095
+258
| +14% | +$54.8K | 0.03% | 285 |
|
|
2019
Q4 | $422K | Sell |
1,837
-13
| -0.7% | -$2.82K | 0.04% | 295 |
|
|
2019
Q3 | $383K | Sell |
1,850
-95
| -5% | -$19.9K | 0.04% | 286 |
|
|
2019
Q2 | $398K | Sell |
1,945
-781
| -29% | -$155K | 0.04% | 278 |
|
|
2019
Q1 | $524K | Buy |
2,726
+863
| +46% | +$166K | 0.05% | 241 |
|
|
2018
Q4 | $311K | Sell |
1,863
-1,219
| -40% | -$246K | 0.04% | 290 |
|
|
2018
Q3 | $692K | Buy |
3,082
+148
| +5% | +$34.4K | 0.08% | 174 |
|
|
2018
Q2 | $648K | Buy |
2,934
+34
| +1% | +$8.11K | 0.07% | 188 |
|
|
2018
Q1 | $731K | Sell |
2,900
-135
| -4% | -$35.1K | 0.09% | 156 |
|
|
2017
Q4 | $774K | Buy |
3,035
+248
| +9% | +$60.8K | 0.09% | 163 |
|
|
2017
Q3 | $662K | Buy |
2,787
+25
| +0.9% | +$5.64K | 0.1% | 147 |
|
|
2017
Q2 | $613K | Buy |
+2,762
| New | +$614K | 0.1% | 151 |
|
|
2017
Q1 | – | Sell |
-2,587
| Closed | -$625K | – | 353 |
|
|
2016
Q4 | $620K | Sell |
2,587
-213
| -8% | -$43.3K | 0.11% | 142 |
|
|
2016
Q3 | $452K | Buy |
2,800
+405
| +17% | +$65.8K | 0.09% | 157 |
|
|
2016
Q2 | $356K | Sell |
2,395
-427
| -15% | -$66.6K | 0.08% | 187 |
|
|
2016
Q1 | $443K | Buy |
2,822
+1,097
| +64% | +$170K | 0.1% | 139 |
|
|
2015
Q4 | $311K | Buy |
1,725
+107
| +7% | +$19.9K | 0.08% | 166 |
|
|
2015
Q3 | $281K | Buy |
1,618
+212
| +15% | +$41.6K | 0.09% | 152 |
|
|
2015
Q2 | $294K | Buy |
1,406
+2
| +0.1% | +$408 | 0.1% | 139 |
|
|
2015
Q1 | $264K | Sell |
1,404
-96
| -6% | -$17.9K | 0.09% | 150 |
|
|
2014
Q4 | $291K | Buy |
1,500
+293
| +24% | +$55.1K | 0.1% | 135 |
|
|
2014
Q3 | $222K | Sell |
1,207
-49
| -4% | -$8.61K | 0.08% | 170 |
|
|
2014
Q2 | $210K | Sell |
1,256
-104
| -8% | -$16.8K | 0.07% | 182 |
|
|
2014
Q1 | $223K | Hold |
1,360
| – | – | 0.08% | 167 |
|
|
2013
Q4 | $241K | Buy |
1,360
+1
| +0.1% | +$165 | 0.09% | 148 |
|
|
2013
Q3 | $215K | Sell |
1,359
-1,355
| -50% | -$218K | 0.09% | 161 |
|
|
2013
Q2 | $410K | Buy |
+2,714
| New | +$414K | 0.09% | 159 |
|
Other funds holding GS
VCM
VPM
HBK Sorce Advisory's GS Position: Q1 2026 in Review
HBK Sorce Advisory increased its Goldman Sachs (GS) stake by 1.8% in Q1 2026, buying an estimated $64.2K and bringing the position to 4,186 shares worth $3.92M. The position accounts for 0.08% of the portfolio, ranked #95.
HBK Sorce Advisory first reported a position in GS in Q2 2013 and has held it in 51 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.
- HBK Sorce Advisory held 4,186 shares of Goldman Sachs worth $3.92M as of Q1 2026.
- HBK Sorce Advisory bought 72 Goldman Sachs shares in Q1 2026, an estimated $64.2K.
- Goldman Sachs made up 0.08% of HBK Sorce Advisory's portfolio in Q1 2026, its #95 holding.
- HBK Sorce Advisory first reported a position in Goldman Sachs in Q2 2013 and has held it in 51 quarters since.
- 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.
Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.