Helium Advisors’s Goldman Sachs GS Stock Holding History

Helium 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	$333K	Buy	393 +1	+0.3%	+$892	0.32%	64
2025 Q4	$344K	Sell	392 -102	-21%	-$83.2K	0.35%	57
2025 Q3	$393K	Buy	494 +23	+5%	+$17K	0.33%	56
2025 Q2	$333K	Buy	471 +6	+1%	+$3.48K	0.21%	77
2025 Q1	$254K	Buy	465 +21	+5%	+$12.6K	0.18%	80
2024 Q4	$254K	Buy	+444	New	+$248K	0.2%	79

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Helium Advisors's GS Position: Q1 2026 in Review

Helium Advisors increased its Goldman Sachs (GS) stake by 0.26% in Q1 2026, buying an estimated $892 and bringing the position to 393 shares worth $333K. The position accounts for 0.32% of the portfolio, ranked #64.

Helium Advisors first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $393K in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Helium Advisors held 393 shares of Goldman Sachs worth $333K as of Q1 2026.
Helium Advisors bought 1 Goldman Sachs share in Q1 2026, an estimated $892.
Goldman Sachs made up 0.32% of Helium Advisors's portfolio in Q1 2026, its #64 holding.
Helium Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
Helium Advisors's Goldman Sachs position peaked at $393K in Q3 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.