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Heck Capital Advisors’s Goldman Sachs GS Stock Holding History

Heck Capital 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
Q1 		– Sell
-351
Closed -$309K – 221
2025
Q4 		$309K Buy
+351
New +$286K 0.02% 183
2025
Q1 		– Sell
-1,169
Closed -$669K – 468
2024
Q4 		$669K Buy
+1,169
New +$652K 0.03% 163

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Heck Capital Advisors's GS Position: Q1 2026 in Review

Heck Capital Advisors sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 351 shares — an estimated $309K sold.

Heck Capital Advisors first reported a position in GS in Q4 2024 and held it in 2 quarters. The position peaked at $669K in Q4 2024. 3,005 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Heck Capital Advisors reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • Heck Capital Advisors sold 351 Goldman Sachs shares in Q1 2026, an estimated $309K.
  • Heck Capital Advisors first reported a position in Goldman Sachs in Q4 2024 and held it in 2 quarters.
  • Heck Capital Advisors's Goldman Sachs position peaked at $669K in Q4 2024.
  • 3,005 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.