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

Kercheville 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 		$457K Sell
508
-35
-6% -$35.8K 0.13% 82
2026
Q2 		$549K Buy
543
+168
+45% +$164K 0.17% 68
2026
Q1 		$317K Sell
375
-100
-21% -$89.2K 0.1% 83
2025
Q4 		$453K Hold
475
– – 0.12% 80
2025
Q3 		$378K Hold
475
– – 0.11% 77
2025
Q2 		$336K Sell
475
-2,200
-82% -$1.27M 0.12% 78
2025
Q1 		$1.46M Buy
2,675
+200
+8% +$120K 0.6% 34
2024
Q4 		$1.42M Hold
2,475
– – 0.55% 38
2024
Q3 		$1.23M Buy
2,475
+1,072
+76% +$524K 0.52% 41
2024
Q2 		$635K Buy
+1,403
New +$616K 0.28% 49
2023
Q1 		– Sell
-585
Closed -$201K – 77
2022
Q4 		$201K Buy
+585
New +$204K 0.14% 72
2022
Q2 		– Sell
-6,544
Closed -$2.16M – 102
2022
Q1 		$2.16M Sell
6,544
-3,393
-34% -$1.2M 1.02% 23
2021
Q4 		$3.8M Buy
9,937
+2,090
+27% +$827K 1.66% 15
2021
Q3 		$2.97M Buy
7,847
+2,205
+39% +$861K 1.41% 17
2021
Q2 		$2.14M Buy
5,642
+1,415
+33% +$506K 0.99% 26
2021
Q1 		$1.38M Buy
4,227
+1,250
+42% +$389K 0.69% 45
2020
Q4 		$784K Buy
+2,977
New +$663K 0.43% 57

Other funds holding GS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kercheville Advisors's GS Position: Q3 2026 in Review

Kercheville Advisors reduced its Goldman Sachs (GS) stake by 6.4% in Q3 2026, selling an estimated $35.8K and leaving 508 shares worth $457K. The position accounts for 0.13% of the portfolio, ranked #82.

Kercheville Advisors first reported a position in GS in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.8M in Q4 2021. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Kercheville Advisors held 508 shares of Goldman Sachs worth $457K as of Q3 2026.
  • Kercheville Advisors sold 35 Goldman Sachs shares in Q3 2026, an estimated $35.8K.
  • Goldman Sachs made up 0.13% of Kercheville Advisors's portfolio in Q3 2026, its #82 holding.
  • Kercheville Advisors first reported a position in Goldman Sachs in Q4 2020 and has held it in 17 quarters since.
  • Kercheville Advisors's Goldman Sachs position peaked at $3.8M in Q4 2021.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

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