HWA
GS icon

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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return