HIG
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Heritage Investment Group’s Goldman Sachs GS Stock Holding History

Heritage Investment Group’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
-681
Closed -$599K – 124
2025
Q4 		$599K Buy
681
+12
+2% +$9.79K 0.09% 72
2025
Q3 		$533K Hold
669
– – 0.09% 74
2025
Q2 		$473K Hold
669
– – 0.08% 73
2025
Q1 		$365K Buy
+669
New +$403K 0.07% 78

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

Heritage Investment Group's GS Position: Q1 2026 in Review

Heritage Investment Group sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 681 shares — an estimated $599K sold.

Heritage Investment Group first reported a position in GS in Q1 2025 and held it in 4 quarters. The position peaked at $599K in Q4 2025. 3,012 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Heritage Investment Group reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • Heritage Investment Group sold 681 Goldman Sachs shares in Q1 2026, an estimated $599K.
  • Heritage Investment Group first reported a position in Goldman Sachs in Q1 2025 and held it in 4 quarters.
  • Heritage Investment Group's Goldman Sachs position peaked at $599K in Q4 2025.
  • 3,012 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Heritage Investment Group's 13F filing for Q1 2026, filed 1 May 2026.