INVST’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
$1.67M Sell
1,976
-317
-14% -$283K 0.19% 94
2025
Q4
$2.02M Sell
2,293
-294
-11% -$240K 0.22% 84
2025
Q3
$2.06M Hold
2,587
0.23% 79
2025
Q2
$1.83M Buy
2,587
+28
+1% +$16.2K 0.23% 81
2025
Q1
$1.4M Buy
2,559
+2,135
+504% +$1.28M 0.19% 94
2024
Q4
$243K Buy
424
+5
+1% +$2.79K 0.03% 223
2024
Q3
$207K Sell
419
-111
-21% -$54.3K 0.03% 238
2024
Q2
$246K Sell
530
-29
-5% -$12.7K 0.03% 233
2024
Q1
$231K Sell
559
-3,866
-87% -$1.5M 0.03% 213
2023
Q4
$1.7M Buy
4,425
+29
+0.7% +$9.68K 0.22% 69
2023
Q3
$1.42M Buy
4,396
+40
+0.9% +$13.4K 0.21% 67
2023
Q2
$1.4M Sell
4,356
-34
-0.8% -$11.2K 0.2% 63
2023
Q1
$1.5M Sell
4,390
-1,443
-25% -$502K 0.23% 60
2022
Q4
$2.13M Sell
5,833
-1,144
-16% -$398K 0.33% 41
2022
Q3
$2.1M Buy
6,977
+87
+1% +$28.2K 0.36% 40
2022
Q2
$2.4M Buy
6,890
+56
+0.8% +$17.4K 0.37% 40
2022
Q1
$2.11M Buy
6,834
+228
+3% +$80.5K 0.35% 42
2021
Q4
$2.25M Buy
6,606
+3,599
+120% +$1.42M 0.35% 40
2021
Q3
$1.14M Buy
3,007
+211
+8% +$82.4K 0.18% 72
2021
Q2
$1.02M Buy
2,796
+235
+9% +$84.1K 0.17% 72
2021
Q1
$892K Buy
2,561
+125
+5% +$38.9K 0.15% 75
2020
Q4
$642K Buy
2,436
+399
+20% +$88.8K 0.12% 84
2020
Q3
$404K Buy
2,037
+172
+9% +$35K 0.09% 90
2020
Q2
$368K Buy
1,865
+75
+4% +$14.1K 0.11% 85
2020
Q1
$260K Buy
+1,790
New +$380K 0.11% 76

Other funds holding GS

INVST's GS Position: Q1 2026 in Review

INVST reduced its Goldman Sachs (GS) stake by 14% in Q1 2026, selling an estimated $283K and leaving 1,976 shares worth $1.67M. The position accounts for 0.19% of the portfolio, ranked #94.

INVST first reported a position in GS in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.4M in Q2 2022. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • INVST held 1,976 shares of Goldman Sachs worth $1.67M as of Q1 2026.
  • INVST sold 317 Goldman Sachs shares in Q1 2026, an estimated $283K.
  • Goldman Sachs made up 0.19% of INVST's portfolio in Q1 2026, its #94 holding.
  • INVST first reported a position in Goldman Sachs in Q1 2020 and has held it in 25 quarters since.
  • INVST's Goldman Sachs position peaked at $2.4M in Q2 2022.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.