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Matrix Asset Advisors’s Goldman Sachs GS Stock Holding History

Matrix Asset 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 		$22.4M Sell
22,185
-3,176
-13% -$3.1M 1.82% 22
2026
Q1 		$21.5M Sell
25,361
-2,635
-9% -$2.35M 1.97% 20
2025
Q4 		$24.6M Sell
27,996
-677
-2% -$552K 2.21% 15
2025
Q3 		$22.8M Sell
28,673
-301
-1% -$223K 2.12% 16
2025
Q2 		$20.5M Sell
28,974
-1,455
-5% -$843K 2.07% 18
2025
Q1 		$16.6M Sell
30,429
-3,887
-11% -$2.34M 1.83% 22
2024
Q4 		$19.7M Sell
34,316
-1,792
-5% -$1,000K 2.15% 17
2024
Q3 		$17.9M Sell
36,108
-4,053
-10% -$1.98M 1.99% 21
2024
Q2 		$18.2M Sell
40,161
-618
-2% -$271K 2.17% 17
2024
Q1 		$17M Sell
40,779
-1,243
-3% -$482K 2.04% 18
2023
Q4 		$16.2M Sell
42,022
-384
-0.9% -$128K 2.06% 18
2023
Q3 		$13.7M Buy
42,406
+637
+2% +$213K 1.96% 19
2023
Q2 		$13.5M Buy
41,769
+269
+0.6% +$88.4K 1.86% 22
2023
Q1 		$13.6M Sell
41,500
-453
-1% -$158K 1.96% 18
2022
Q4 		$14.4M Sell
41,953
-1,194
-3% -$416K 2.16% 16
2022
Q3 		$12.6M Sell
43,147
-409
-0.9% -$133K 2.07% 19
2022
Q2 		$12.9M Buy
43,556
+1,461
+3% +$455K 1.99% 19
2022
Q1 		$13.9M Buy
42,095
+612
+1% +$216K 1.87% 19
2021
Q4 		$15.9M Sell
41,483
-543
-1% -$215K 2.06% 15
2021
Q3 		$15.9M Sell
42,026
-213
-0.5% -$83.2K 2.24% 17
2021
Q2 		$16M Sell
42,239
-1,319
-3% -$472K 2.3% 17
2021
Q1 		$14.2M Sell
43,558
-1,130
-3% -$352K 2.12% 17
2020
Q4 		$11.8M Buy
44,688
+2,465
+6% +$549K 1.99% 19
2020
Q3 		$8.49M Sell
42,223
-904
-2% -$184K 1.65% 30
2020
Q2 		$8.52M Sell
43,127
-580
-1% -$109K 1.63% 29
2020
Q1 		$6.76M Sell
43,707
-3,092
-7% -$656K 1.54% 33
2019
Q4 		$10.8M Buy
46,799
+475
+1% +$103K 1.76% 25
2019
Q3 		$9.6M Sell
46,324
-719
-2% -$150K 1.7% 27
2019
Q2 		$9.63M Sell
47,043
-6,864
-13% -$1.36M 1.71% 26
2019
Q1 		$10.3M Buy
53,907
+28,068
+109% +$5.41M 1.77% 24
2018
Q4 		$4.32M Sell
25,839
-20,321
-44% -$4.1M 0.8% 44
2018
Q3 		$10.4M Buy
46,160
+2,782
+6% +$647K 1.65% 24
2018
Q2 		$9.57M Buy
43,378
+12,781
+42% +$3.05M 1.58% 27
2018
Q1 		$7.71M Buy
30,597
+29,571
+2,882% +$7.7M 1.27% 34
2017
Q4 		$261K Buy
1,026
+50
+5% +$12.3K 0.04% 61
2017
Q3 		$231K Hold
976
– – 0.04% 61
2017
Q2 		$217K Hold
976
– – 0.04% 61
2017
Q1 		$224K Hold
976
– – 0.04% 59
2016
Q4 		$234K Buy
+976
New +$198K 0.04% 69
2015
Q3 		– Sell
-976
Closed -$204K – 74
2015
Q2 		$204K Buy
+976
New +$199K 0.03% 71

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

Matrix Asset Advisors's GS Position: Q2 2026 in Review

Matrix Asset Advisors reduced its Goldman Sachs (GS) stake by 13% in Q2 2026, selling an estimated $3.1M and leaving 22,185 shares worth $22.4M. The position accounts for 1.82% of the portfolio, ranked #22.

Matrix Asset Advisors first reported a position in GS in Q2 2015 and has held it in 40 quarters since. The position peaked at $24.6M in Q4 2025. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Matrix Asset Advisors held 22,185 shares of Goldman Sachs worth $22.4M as of Q2 2026.
  • Matrix Asset Advisors sold 3,176 Goldman Sachs shares in Q2 2026, an estimated $3.1M.
  • Goldman Sachs made up 1.82% of Matrix Asset Advisors's portfolio in Q2 2026, its #22 holding.
  • Matrix Asset Advisors first reported a position in Goldman Sachs in Q2 2015 and has held it in 40 quarters since.
  • Matrix Asset Advisors's Goldman Sachs position peaked at $24.6M in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.