Lido Advisors’s Goldman Sachs GS Stock Holding History

Lido 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	$3.13M	Buy	3,700 +2,600	+236%	+$2.32M	0.01%	570
2025 Q4	$967K	Hold	1,100	–	–	﹤0.01%	1018
2025 Q3	$876K	Buy	1,100 +300	+38%	+$222K	﹤0.01%	1003
2025 Q2	$566K	Buy	+800	New	+$464K	﹤0.01%	1067
2023 Q1	–	Sell	-500	Closed	-$172K	–	1192
2022 Q4	$172K	Buy	+500	New	+$174K	﹤0.01%	917
2021 Q4	–	Sell	-1,900	Closed	-$718K	–	1014
2021 Q3	$718K	Hold	1,900	–	–	0.01%	477
2021 Q2	$721K	Hold	1,900	–	–	0.01%	454
2021 Q1	$621K	Sell	1,900 -2,700	-59%	-$841K	0.01%	447
2020 Q4	$1.21M	Hold	4,600	–	–	0.03%	281
2020 Q3	$924K	Buy	+4,600	New	+$936K	0.02%	273

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

Lido Advisors's GS Position: Q1 2026 in Review

Lido Advisors reduced its Goldman Sachs (GS) stake by 8.4% in Q1 2026, selling an estimated $8.05M and leaving 98,201 shares worth $83.1M. The position accounts for 0.25% of the portfolio, ranked #62.

Lido Advisors first reported a position in GS in Q4 2016 and has held it in 38 quarters since. The position peaked at $86.2M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Lido Advisors held 98,201 shares of Goldman Sachs worth $83.1M as of Q1 2026.
Lido Advisors sold 9,018 Goldman Sachs shares in Q1 2026, an estimated $8.05M.
Goldman Sachs made up 0.25% of Lido Advisors's portfolio in Q1 2026, its #62 holding.
Lido Advisors first reported a position in Goldman Sachs in Q4 2016 and has held it in 38 quarters since.
Lido Advisors's Goldman Sachs position peaked at $86.2M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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