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Heritage Wealth Advisors’s Goldman Sachs GS Stock Holding History

Heritage Wealth 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 		$908K Buy
1,073
+35
+3% +$31.2K 0.04% 89
2025
Q4 		$912K Hold
1,038
– – 0.03% 115
2025
Q3 		$827K Hold
1,038
– – 0.04% 95
2025
Q2 		$735K Hold
1,038
– – 0.03% 102
2025
Q1 		$567K Sell
1,038
-119
-10% -$71.6K 0.03% 116
2024
Q4 		$663K Sell
1,157
-85
-7% -$47.4K 0.03% 113
2024
Q3 		$615K Buy
1,242
+2
+0.2% +$978 0.03% 128
2024
Q2 		$561K Buy
1,240
+1
+0.1% +$439 0.03% 131
2024
Q1 		$518K Sell
1,239
-199
-14% -$77.2K 0.02% 142
2023
Q4 		$555K Buy
1,438
+200
+16% +$66.8K 0.03% 138
2023
Q3 		$400K Buy
1,238
+1
+0.1% +$334 0.02% 145
2023
Q2 		$399K Sell
1,237
-70
-5% -$23K 0.02% 148
2023
Q1 		$427K Buy
1,307
+96
+8% +$33.4K 0.02% 141
2022
Q4 		$416K Buy
1,211
+129
+12% +$44.9K 0.02% 144
2022
Q3 		$317K Sell
1,082
-482
-31% -$156K 0.02% 155
2022
Q2 		$465K Buy
1,564
+1,214
+347% +$378K 0.03% 129
2022
Q1 		$116K Hold
350
– – 0.01% 238
2021
Q4 		$134K Hold
350
– – 0.01% 237
2021
Q3 		$132K Buy
+350
New +$137K 0.01% 229
2021
Q2 		– Sell
-200
Closed -$65.4K – 573
2021
Q1 		$65.4K Hold
200
– – ﹤0.01% 305
2020
Q4 		$53K Hold
200
– – ﹤0.01% 318
2020
Q3 		$40.2K Hold
200
– – 0.01% 285
2020
Q2 		$39.5K Hold
200
– – 0.01% 274
2020
Q1 		$30.9K Sell
200
-195
-49% -$41.4K 0.01% 280
2019
Q4 		$90.8K Sell
395
-122
-24% -$26.5K 0.01% 238
2019
Q3 		$107K Hold
517
– – 0.02% 207
2019
Q2 		$106K Hold
517
– – 0.02% 186
2019
Q1 		$99.3K Buy
517
+350
+210% +$67.5K 0.02% 176
2018
Q4 		$27K Hold
167
– – 0.01% 236
2018
Q3 		$37K Buy
+167
New +$38.8K 0.01% 219

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

Heritage Wealth Advisors's GS Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Goldman Sachs (GS) stake by 3.4% in Q1 2026, buying an estimated $31.2K and bringing the position to 1,073 shares worth $908K. The position accounts for 0.04% of the portfolio, ranked #89.

Heritage Wealth Advisors first reported a position in GS in Q3 2018 and has held it in 30 quarters since. The position peaked at $912K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Heritage Wealth Advisors held 1,073 shares of Goldman Sachs worth $908K as of Q1 2026.
  • Heritage Wealth Advisors bought 35 Goldman Sachs shares in Q1 2026, an estimated $31.2K.
  • Goldman Sachs made up 0.04% of Heritage Wealth Advisors's portfolio in Q1 2026, its #89 holding.
  • Heritage Wealth Advisors first reported a position in Goldman Sachs in Q3 2018 and has held it in 30 quarters since.
  • Heritage Wealth Advisors's Goldman Sachs position peaked at $912K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.