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HCR Wealth Advisors’s Goldman Sachs GS Stock Holding History

HCR Wealth 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 		$2.44M Buy
2,413
+149
+7% +$145K 0.22% 72
2026
Q1 		$1.92M Sell
2,264
-304
-12% -$271K 0.2% 79
2025
Q4 		$2.26M Buy
2,568
+607
+31% +$495K 0.22% 70
2025
Q3 		$1.53M Sell
1,961
-50
-2% -$37K 0.16% 82
2025
Q2 		$1.42M Buy
2,011
+174
+9% +$101K 0.17% 82
2025
Q1 		$1M Buy
1,837
+298
+19% +$179K 0.13% 100
2024
Q4 		$881K Buy
1,539
+87
+6% +$48.5K 0.11% 106
2024
Q3 		$719K Sell
1,452
-40
-3% -$19.6K 0.09% 116
2024
Q2 		$675K Buy
1,492
+105
+8% +$46.1K 0.1% 113
2024
Q1 		$579K Hold
1,387
– – 0.09% 124
2023
Q4 		$535K Buy
+1,387
New +$463K 0.08% 115
2018
Q4 		– Sell
-1,069
Closed -$234K – 162
2018
Q3 		$234K Buy
1,069
+100
+10% +$23.3K 0.08% 137
2018
Q2 		$214K Hold
969
– – 0.07% 154
2018
Q1 		$244K Hold
969
– – 0.08% 146
2017
Q4 		$247K Buy
969
+35
+4% +$8.59K 0.09% 146
2017
Q3 		$221K Buy
+934
New +$211K 0.09% 147

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

HCR Wealth Advisors's GS Position: Q2 2026 in Review

HCR Wealth Advisors increased its Goldman Sachs (GS) stake by 6.6% in Q2 2026, buying an estimated $145K and bringing the position to 2,413 shares worth $2.44M. The position accounts for 0.22% of the portfolio, ranked #72.

HCR Wealth Advisors first reported a position in GS in Q3 2017 and has held it in 16 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • HCR Wealth Advisors held 2,413 shares of Goldman Sachs worth $2.44M as of Q2 2026.
  • HCR Wealth Advisors bought 149 Goldman Sachs shares in Q2 2026, an estimated $145K.
  • Goldman Sachs made up 0.22% of HCR Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • HCR Wealth Advisors first reported a position in Goldman Sachs in Q3 2017 and has held it in 16 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.