Heritage Wealth Advisors’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
Q2 | $1.09M | Hold |
1,073
| – | – | 0.04% | 90 |
|
|
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
Heritage Wealth Advisors's GS Position: Q2 2026 in Review
Heritage Wealth Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 1,073 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #90.
Heritage Wealth Advisors first reported a position in GS in Q3 2018 and has held it in 31 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.
- Heritage Wealth Advisors held 1,073 shares of Goldman Sachs worth $1.09M as of Q2 2026.
- Heritage Wealth Advisors left its Goldman Sachs share count unchanged in Q2 2026.
- Goldman Sachs made up 0.04% of Heritage Wealth Advisors's portfolio in Q2 2026, its #90 holding.
- Heritage Wealth Advisors first reported a position in Goldman Sachs in Q3 2018 and has held it in 31 quarters since.
- 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.