Level Four Advisory Services’s Goldman Sachs GS Stock Holding History

Level Four Advisory Services’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	$12M	Sell	14,227 -795	-5%	-$709K	0.4%	50
2025 Q4	$13.2M	Sell	15,022 -254	-2%	-$207K	0.43%	41
2025 Q3	$12.2M	Sell	15,276 -1,130	-7%	-$837K	0.42%	45
2025 Q2	$11.6M	Buy	16,406 +152	+0.9%	+$88.1K	0.43%	44
2025 Q1	$8.88M	Sell	16,254 -442	-3%	-$266K	0.37%	59
2024 Q4	$9.56M	Buy	16,696 +1,143	+7%	+$638K	0.39%	54
2024 Q3	$8.05M	Buy	15,553 +4,882	+46%	+$2.39M	0.34%	60
2024 Q2	$4.83M	Buy	10,671 +2,688	+34%	+$1.18M	0.22%	130
2024 Q1	$3.08M	Buy	7,983 +514	+7%	+$199K	0.17%	145
2023 Q4	$2.88M	Buy	7,469 +19	+0.3%	+$6.34K	0.16%	153
2023 Q3	$2.41M	Sell	7,450 -1,642	-18%	-$549K	0.16%	162
2023 Q2	$2.93M	Sell	9,092 -3,516	-28%	-$1.16M	0.18%	138
2023 Q1	$4.12M	Sell	12,608 -2,179	-15%	-$759K	0.27%	87
2022 Q4	$5.08M	Sell	14,787 -1,456	-9%	-$507K	0.38%	59
2022 Q3	$4.76M	Buy	16,243 +693	+4%	+$225K	0.46%	45
2022 Q2	$4.62M	Buy	15,550 +1,695	+12%	+$528K	0.44%	55
2022 Q1	$4.57M	Sell	13,855 -48	-0.3%	-$17K	0.36%	69
2021 Q4	$5.32M	Buy	13,903 +2,317	+20%	+$917K	0.41%	55
2021 Q3	$4.38M	Sell	11,586 -309	-3%	-$121K	0.46%	54
2021 Q2	$4.51M	Buy	11,895 +2,156	+22%	+$771K	0.31%	72
2021 Q1	$3.19M	Buy	9,739 +1,572	+19%	+$489K	0.25%	105
2020 Q4	$2.15M	Sell	8,167 -2,070	-20%	-$461K	0.17%	139
2020 Q3	$2.06M	Sell	10,237 -361	-3%	-$73.4K	0.16%	142
2020 Q2	$2.1M	Sell	10,598 -696	-6%	-$131K	0.16%	147
2020 Q1	$1.74M	Sell	11,294 -770	-6%	-$163K	0.21%	120
2019 Q4	$15.1M	Buy	12,064 +1,136	+10%	+$247K	0.6%	42
2019 Q3	$2.27M	Buy	10,928 +1,024	+10%	+$214K	0.23%	95
2019 Q2	$2.03M	Buy	9,904 +721	+8%	+$143K	0.2%	110
2019 Q1	$1.76M	Buy	9,183 +1,965	+27%	+$379K	0.19%	117
2018 Q4	$1.21M	Buy	7,218 +758	+12%	+$153K	0.15%	151
2018 Q3	$1.45M	Sell	6,460 -1,294	-17%	-$301K	0.16%	150
2018 Q2	$1.71M	Sell	7,754 -146	-2%	-$34.8K	0.12%	163
2018 Q1	$1.99M	Buy	7,900 +262	+3%	+$68.2K	0.15%	129
2017 Q4	$1.95M	Sell	7,638 -102	-1%	-$25K	0.15%	126
2017 Q3	$1.84M	Buy	7,740 +4,009	+107%	+$904K	0.16%	122
2017 Q2	$849K	Sell	3,731 -4,098	-52%	-$911K	0.13%	164
2017 Q1	$1.79M	Sell	7,829 -1,640	-17%	-$396K	0.18%	118
2016 Q4	$2.27M	Buy	+9,469	New	+$1.92M	0.29%	68

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Level Four Advisory Services's GS Position: Q1 2026 in Review

Level Four Advisory Services reduced its Goldman Sachs (GS) stake by 5.3% in Q1 2026, selling an estimated $709K and leaving 14,227 shares worth $12M. The position accounts for 0.4% of the portfolio, ranked #50.

Level Four Advisory Services first reported a position in GS in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.1M in Q4 2019. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Level Four Advisory Services held 14,227 shares of Goldman Sachs worth $12M as of Q1 2026.
Level Four Advisory Services sold 795 Goldman Sachs shares in Q1 2026, an estimated $709K.
Goldman Sachs made up 0.4% of Level Four Advisory Services's portfolio in Q1 2026, its #50 holding.
Level Four Advisory Services first reported a position in Goldman Sachs in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Goldman Sachs position peaked at $15.1M in Q4 2019.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.