Herold Advisors
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Herold Advisors’s Goldman Sachs GS Stock Holding History

Herold 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
Q3 		$1.79M Buy
1,984
+159
+9% +$163K 0.35% 72
2026
Q2 		$1.84M Buy
1,825
+39
+2% +$38K 0.36% 76
2026
Q1 		$1.51M Buy
1,786
+15
+0.8% +$13.4K 0.33% 81
2025
Q4 		$1.56M Sell
1,771
-370
-17% -$302K 0.35% 76
2025
Q3 		$1.7M Buy
2,141
+795
+59% +$589K 0.4% 71
2025
Q2 		$953K Sell
1,346
-818
-38% -$474K 0.2% 120
2025
Q1 		$1.18M Buy
2,164
+388
+22% +$233K 0.26% 105
2024
Q4 		$1.02M Hold
1,776
– – 0.22% 119
2024
Q3 		$879K Hold
1,776
– – 0.19% 142
2024
Q2 		$803K Hold
1,776
– – 0.19% 140
2024
Q1 		$742K Hold
1,776
– – 0.18% 145
2023
Q4 		$685K Hold
1,776
– – 0.19% 132
2023
Q3 		$575K Sell
1,776
-100
-5% -$33.4K 0.17% 140
2023
Q2 		$605K Sell
1,876
-15
-0.8% -$4.93K 0.19% 136
2023
Q1 		$619K Sell
1,891
-664
-26% -$231K 0.21% 118
2022
Q4 		$877K Buy
2,555
+1,000
+64% +$348K 0.37% 86
2022
Q3 		$455K Hold
1,555
– – 0.22% 111
2022
Q2 		$461K Buy
1,555
+190
+14% +$59.2K 0.21% 119
2022
Q1 		$451K Buy
1,365
+700
+105% +$247K 0.16% 136
2021
Q4 		$254K Buy
665
+65
+11% +$25.7K 0.1% 176
2021
Q3 		$226K Buy
+600
New +$234K 0.09% 183

Other funds holding GS

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Herold Advisors's GS Position: Q3 2026 in Review

Herold Advisors increased its Goldman Sachs (GS) stake by 8.7% in Q3 2026, buying an estimated $163K and bringing the position to 1,984 shares worth $1.79M. The position accounts for 0.35% of the portfolio, ranked #72.

Herold Advisors first reported a position in GS in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.84M in Q2 2026. 709 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Herold Advisors held 1,984 shares of Goldman Sachs worth $1.79M as of Q3 2026.
  • Herold Advisors bought 159 Goldman Sachs shares in Q3 2026, an estimated $163K.
  • Goldman Sachs made up 0.35% of Herold Advisors's portfolio in Q3 2026, its #72 holding.
  • Herold Advisors first reported a position in Goldman Sachs in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Goldman Sachs position peaked at $1.84M in Q2 2026.
  • 709 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.