Heritage Trust’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.31M | Buy |
6,279
+898
| +17% | +$801K | 0.53% | 51 |
|
|
2025
Q4 | $4.73M | Sell |
5,381
-9
| -0.2% | -$7.34K | 0.48% | 55 |
|
|
2025
Q3 | $4.29M | Buy |
5,390
+232
| +4% | +$172K | 0.45% | 60 |
|
|
2025
Q2 | $3.65M | Sell |
5,158
-51
| -1% | -$29.6K | 0.42% | 66 |
|
|
2025
Q1 | $2.85M | Sell |
5,209
-389
| -7% | -$234K | 0.35% | 80 |
|
|
2024
Q4 | $3.21M | Buy |
+5,598
| New | +$3.12M | 0.38% | 75 |
|
|
2024
Q2 | $2.95M | Buy |
6,531
+110
| +2% | +$48.3K | 0.39% | 72 |
|
|
2024
Q1 | $2.68M | Buy |
6,421
+97
| +2% | +$37.6K | 0.36% | 81 |
|
|
2023
Q4 | $2.44M | Buy |
6,324
+297
| +5% | +$99.1K | 0.34% | 81 |
|
|
2023
Q3 | $1.95M | Sell |
6,027
-213
| -3% | -$71.2K | 0.3% | 88 |
|
|
2023
Q2 | $2.01M | Buy |
6,240
+221
| +4% | +$72.7K | 0.29% | 90 |
|
|
2023
Q1 | $1.97M | Buy |
6,019
+142
| +2% | +$49.4K | 0.31% | 92 |
|
|
2022
Q4 | $2.02M | Buy |
5,877
+186
| +3% | +$64.8K | 0.33% | 85 |
|
|
2022
Q3 | $1.67M | Buy |
5,691
+265
| +5% | +$85.9K | 0.29% | 92 |
|
|
2022
Q2 | $1.61M | Sell |
5,426
-22
| -0.4% | -$6.85K | 0.26% | 97 |
|
|
2022
Q1 | $1.8M | Buy |
5,448
+172
| +3% | +$60.7K | 0.25% | 101 |
|
|
2021
Q4 | $2.02M | Buy |
5,276
+276
| +6% | +$109K | 0.26% | 95 |
|
|
2021
Q3 | $1.89M | Buy |
5,000
+76
| +2% | +$29.7K | 0.27% | 97 |
|
|
2021
Q2 | $1.87M | Buy |
4,924
+6
| +0.1% | +$2.15K | 0.27% | 94 |
|
|
2021
Q1 | $1.61M | Buy |
4,918
+160
| +3% | +$49.8K | 0.25% | 99 |
|
|
2020
Q4 | $1.25M | Buy |
4,758
+60
| +1% | +$13.4K | 0.2% | 106 |
|
|
2020
Q3 | $943K | Sell |
4,698
-111
| -2% | -$22.6K | 0.18% | 111 |
|
|
2020
Q2 | $951K | Sell |
4,809
-26
| -0.5% | -$4.88K | 0.19% | 109 |
|
|
2020
Q1 | $748K | Sell |
4,835
-194
| -4% | -$41.2K | 0.19% | 107 |
|
|
2019
Q4 | $1.16M | Sell |
5,029
-60
| -1% | -$13K | 0.23% | 96 |
|
|
2019
Q3 | $1.05M | Sell |
5,089
-69
| -1% | -$14.4K | 0.23% | 94 |
|
|
2019
Q2 | $1.05M | Sell |
5,158
-146
| -3% | -$28.9K | 0.23% | 92 |
|
|
2019
Q1 | $1.02M | Buy |
5,304
+1,444
| +37% | +$279K | 0.24% | 95 |
|
|
2018
Q4 | $645K | Buy |
3,860
+151
| +4% | +$30.5K | 0.27% | 67 |
|
|
2018
Q3 | $832K | Sell |
3,709
-7
| -0.2% | -$1.63K | 0.3% | 68 |
|
|
2018
Q2 | $820K | Buy |
3,716
+187
| +5% | +$44.6K | 0.31% | 64 |
|
|
2018
Q1 | $889K | Sell |
3,529
-177
| -5% | -$46.1K | 0.33% | 61 |
|
|
2017
Q4 | $945K | Buy |
3,706
+90
| +2% | +$22.1K | 0.34% | 61 |
|
|
2017
Q3 | $858K | Buy |
3,616
+426
| +13% | +$96.1K | 0.32% | 62 |
|
|
2017
Q2 | $708K | Buy |
3,190
+645
| +25% | +$143K | 0.27% | 67 |
|
|
2017
Q1 | $585K | Buy |
+2,545
| New | +$615K | 0.22% | 73 |
|
Other funds holding GS
VCM
VPM
Heritage Trust's GS Position: Q1 2026 in Review
Heritage Trust increased its Goldman Sachs (GS) stake by 17% in Q1 2026, buying an estimated $801K and bringing the position to 6,279 shares worth $5.31M. The position accounts for 0.53% of the portfolio, ranked #51.
Heritage Trust first reported a position in GS in Q1 2017 and has held it in 36 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.
- Heritage Trust held 6,279 shares of Goldman Sachs worth $5.31M as of Q1 2026.
- Heritage Trust bought 898 Goldman Sachs shares in Q1 2026, an estimated $801K.
- Goldman Sachs made up 0.53% of Heritage Trust's portfolio in Q1 2026, its #51 holding.
- Heritage Trust first reported a position in Goldman Sachs in Q1 2017 and has held it in 36 quarters since.
- 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.
Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.