HL
GS icon

HeadInvest LLC’s Goldman Sachs GS Stock Holding History

HeadInvest LLC’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 		$728K Sell
861
-12
-1% -$10.7K 0.15% 116
2025
Q4 		$767K Sell
873
-35
-4% -$28.6K 0.15% 113
2025
Q3 		$723K Sell
908
-78
-8% -$57.8K 0.15% 119
2025
Q2 		$698K Sell
986
-13
-1% -$7.53K 0.15% 122
2025
Q1 		$546K Buy
999
+86
+9% +$51.8K 0.11% 140
2024
Q4 		$523K Sell
913
-39
-4% -$21.8K 0.1% 146
2024
Q3 		$471K Buy
952
+92
+11% +$45K 0.09% 155
2024
Q2 		$389K Sell
860
-175
-17% -$76.8K 0.08% 164
2024
Q1 		$432K Hold
1,035
– – 0.08% 161
2023
Q4 		$399K Sell
1,035
-1
-0.1% -$334 0.08% 165
2023
Q3 		$330K Hold
1,036
– – 0.07% 171
2023
Q2 		$353K Sell
1,036
-3
-0.3% -$986 0.08% 169
2023
Q1 		$340K Sell
1,039
-228
-18% -$79.4K 0.07% 174
2022
Q4 		$435K Sell
1,267
-193
-13% -$67.2K 0.1% 147
2022
Q3 		$428K Buy
1,460
+25
+2% +$8.1K 0.1% 146
2022
Q2 		$426K Buy
1,435
+7
+0.5% +$2.18K 0.09% 150
2022
Q1 		$471K Buy
1,428
+67
+5% +$23.7K 0.09% 153
2021
Q4 		$521K Buy
1,361
+310
+29% +$123K 0.09% 146
2021
Q3 		$397K Sell
1,051
-92
-8% -$35.9K 0.08% 161
2021
Q2 		$433K Buy
1,143
+28
+3% +$10K 0.08% 156
2021
Q1 		$364K Buy
1,115
+197
+21% +$61.3K 0.07% 163
2020
Q4 		$242K Buy
+918
New +$204K 0.05% 190

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

HeadInvest LLC's GS Position: Q1 2026 in Review

HeadInvest LLC reduced its Goldman Sachs (GS) stake by 1.4% in Q1 2026, selling an estimated $10.7K and leaving 861 shares worth $728K. The position accounts for 0.15% of the portfolio, ranked #116.

HeadInvest LLC first reported a position in GS in Q4 2020 and has held it in 22 quarters since. The position peaked at $767K in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • HeadInvest LLC held 861 shares of Goldman Sachs worth $728K as of Q1 2026.
  • HeadInvest LLC sold 12 Goldman Sachs shares in Q1 2026, an estimated $10.7K.
  • Goldman Sachs made up 0.15% of HeadInvest LLC's portfolio in Q1 2026, its #116 holding.
  • HeadInvest LLC first reported a position in Goldman Sachs in Q4 2020 and has held it in 22 quarters since.
  • HeadInvest LLC's Goldman Sachs position peaked at $767K in Q4 2025.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on HeadInvest LLC's 13F filing for Q1 2026, filed 15 May 2026.