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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
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

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

Herold Advisors's GS Position: Q1 2026 in Review

Herold Advisors increased its Goldman Sachs (GS) stake by 0.85% in Q1 2026, buying an estimated $13.4K and bringing the position to 1,786 shares worth $1.51M. The position accounts for 0.33% of the portfolio, ranked #81.

Herold Advisors first reported a position in GS in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q3 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Herold Advisors held 1,786 shares of Goldman Sachs worth $1.51M as of Q1 2026.
  • Herold Advisors bought 15 Goldman Sachs shares in Q1 2026, an estimated $13.4K.
  • Goldman Sachs made up 0.33% of Herold Advisors's portfolio in Q1 2026, its #81 holding.
  • Herold Advisors first reported a position in Goldman Sachs in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Goldman Sachs position peaked at $1.7M in Q3 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.