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IVC Wealth Advisors’s Goldman Sachs GS Stock Holding History

IVC 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
Q2 		$498K Sell
492
-4
-0.8% -$3.9K 0.19% 96
2026
Q1 		$420K Sell
496
-21
-4% -$18.7K 0.18% 101
2025
Q4 		$454K Sell
517
-31
-6% -$25.3K 0.2% 94
2025
Q3 		$436K Buy
548
+8
+1% +$5.93K 0.2% 97
2025
Q2 		$382K Buy
540
+3
+0.6% +$1.74K 0.19% 101
2025
Q1 		$293K Buy
537
+13
+2% +$7.82K 0.16% 126
2024
Q4 		$300K Buy
524
+2
+0.4% +$1.12K 0.17% 122
2024
Q3 		$258K Sell
522
-70
-12% -$34.2K 0.14% 133
2024
Q2 		$268K Buy
592
+4
+0.7% +$1.75K 0.15% 134
2024
Q1 		$246K Buy
588
+2
+0.3% +$776 0.14% 142
2023
Q4 		$226K Buy
+586
New +$196K 0.14% 138
2023
Q2 		– Sell
-665
Closed -$218K – 163
2023
Q1 		$218K Sell
665
-108
-14% -$37.6K 0.15% 131
2022
Q4 		$265K Buy
773
+44
+6% +$15.3K 0.2% 117
2022
Q3 		$214K Buy
+729
New +$236K 0.17% 130

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

IVC Wealth Advisors's GS Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Goldman Sachs (GS) stake by 0.81% in Q2 2026, selling an estimated $3.9K and leaving 492 shares worth $498K. The position accounts for 0.19% of the portfolio, ranked #96.

IVC Wealth Advisors first reported a position in GS in Q3 2022 and has held it in 14 quarters since. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • IVC Wealth Advisors held 492 shares of Goldman Sachs worth $498K as of Q2 2026.
  • IVC Wealth Advisors sold 4 Goldman Sachs shares in Q2 2026, an estimated $3.9K.
  • Goldman Sachs made up 0.19% of IVC Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • IVC Wealth Advisors first reported a position in Goldman Sachs in Q3 2022 and has held it in 14 quarters since.
  • 549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.