Montag & Associates’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.8M | Buy |
24,599
+829
| +3% | +$740K | 0.97% | 27 |
|
|
2025
Q4 | $20.9M | Sell |
23,770
-1,272
| -5% | -$1.04M | 0.95% | 24 |
|
|
2025
Q3 | $19.9M | Sell |
25,042
-4,056
| -14% | -$3.01M | 0.92% | 24 |
|
|
2025
Q2 | $20.6M | Sell |
29,098
-78
| -0.3% | -$45.2K | 1% | 22 |
|
|
2025
Q1 | $15.9M | Sell |
29,176
-2,589
| -8% | -$1.56M | 0.8% | 30 |
|
|
2024
Q4 | $18.2M | Buy |
31,765
+1,815
| +6% | +$1.01M | 0.86% | 26 |
|
|
2024
Q3 | $14.8M | Sell |
29,950
-480
| -2% | -$235K | 0.7% | 36 |
|
|
2024
Q2 | $13.8M | Buy |
30,430
+4,588
| +18% | +$2.01M | 0.69% | 38 |
|
|
2024
Q1 | $10.8M | Buy |
25,842
+1,571
| +6% | +$610K | 0.54% | 54 |
|
|
2023
Q4 | $9.36M | Buy |
24,271
+2,190
| +10% | +$731K | 0.52% | 51 |
|
|
2023
Q3 | $7.14M | Sell |
22,081
-28
| -0.1% | -$9.36K | 0.45% | 57 |
|
|
2023
Q2 | $7.13M | Sell |
22,109
-71
| -0.3% | -$23.3K | 0.44% | 56 |
|
|
2023
Q1 | $7.26M | Sell |
22,180
-4,183
| -16% | -$1.46M | 0.47% | 54 |
|
|
2022
Q4 | $9.05M | Sell |
26,363
-3,301
| -11% | -$1.15M | 0.61% | 44 |
|
|
2022
Q3 | $8.69M | Buy |
29,664
+1,457
| +5% | +$472K | 0.6% | 41 |
|
|
2022
Q2 | $8.38M | Sell |
28,207
-5,455
| -16% | -$1.7M | 0.54% | 44 |
|
|
2022
Q1 | $11.1M | Buy |
33,662
+69
| +0.2% | +$24.4K | 0.59% | 39 |
|
|
2021
Q4 | $12.9M | Sell |
33,593
-346
| -1% | -$137K | 0.63% | 36 |
|
|
2021
Q3 | $12.8M | Sell |
33,939
-917
| -3% | -$358K | 0.69% | 34 |
|
|
2021
Q2 | $13.2M | Sell |
34,856
-542
| -2% | -$194K | 0.7% | 33 |
|
|
2021
Q1 | $11.6M | Buy |
35,398
+3,115
| +10% | +$970K | 0.65% | 37 |
|
|
2020
Q4 | $8.51M | Buy |
32,283
+2,333
| +8% | +$519K | 0.52% | 54 |
|
|
2020
Q3 | $6.02M | Sell |
29,950
-621
| -2% | -$126K | 0.49% | 59 |
|
|
2020
Q2 | $6.04M | Sell |
30,571
-2,885
| -9% | -$542K | 0.53% | 53 |
|
|
2020
Q1 | $5.17M | Buy |
33,456
+32,556
| +3,617% | +$6.91M | 0.52% | 54 |
|
|
2019
Q4 | $207K | Buy |
+900
| New | +$195K | 0.02% | 292 |
|
|
2018
Q4 | – | Sell |
-2,888
| Closed | -$648K | – | 302 |
|
|
2018
Q3 | $648K | Buy |
2,888
+1,050
| +57% | +$244K | 0.06% | 216 |
|
|
2018
Q2 | $405K | Sell |
1,838
-7,492
| -80% | -$1.79M | 0.04% | 227 |
|
|
2018
Q1 | $2.35M | Sell |
9,330
-14,516
| -61% | -$3.78M | 0.24% | 114 |
|
|
2017
Q4 | $6.08M | Buy |
23,846
+1,972
| +9% | +$484K | 0.59% | 48 |
|
|
2017
Q3 | $5.19M | Buy |
+21,874
| New | +$4.93M | 0.56% | 50 |
|
Other funds holding GS
VCM
VPM
Montag & Associates's GS Position: Q1 2026 in Review
Montag & Associates increased its Goldman Sachs (GS) stake by 3.5% in Q1 2026, buying an estimated $740K and bringing the position to 24,599 shares worth $20.8M. The position accounts for 0.97% of the portfolio, ranked #27.
Montag & Associates first reported a position in GS in Q3 2017 and has held it in 31 quarters since. The position peaked at $20.9M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.
- Montag & Associates held 24,599 shares of Goldman Sachs worth $20.8M as of Q1 2026.
- Montag & Associates bought 829 Goldman Sachs shares in Q1 2026, an estimated $740K.
- Goldman Sachs made up 0.97% of Montag & Associates's portfolio in Q1 2026, its #27 holding.
- Montag & Associates first reported a position in Goldman Sachs in Q3 2017 and has held it in 31 quarters since.
- Montag & Associates's Goldman Sachs position peaked at $20.9M in Q4 2025.
- 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.
Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.