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Mount Yale Investment Advisors’s Goldman Sachs GS Stock Holding History

Mount Yale Investment 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 		$12.8M Buy
15,131
+10,372
+218% +$9.25M 0.3% 73
2025
Q4 		$4.18M Sell
4,759
-2,015
-30% -$1.64M 0.2% 111
2025
Q3 		$5.39M Buy
6,774
+1,388
+26% +$1.03M 0.38% 54
2025
Q2 		$3.81M Buy
5,386
+74
+1% +$42.9K 0.3% 66
2025
Q1 		$2.9M Sell
5,312
-648
-11% -$390K 0.25% 87
2024
Q4 		$3.41M Buy
5,960
+529
+10% +$295K 0.28% 72
2024
Q3 		$2.69M Sell
5,431
-2,748
-34% -$1.34M 0.26% 89
2024
Q2 		$3.7M Sell
8,179
-220
-3% -$96.5K 0.29% 73
2024
Q1 		$3.51M Buy
8,399
+3
+0% +$1.16K 0.27% 77
2023
Q4 		$3.24M Sell
8,396
-260
-3% -$86.8K 0.31% 81
2023
Q3 		$2.8M Sell
8,656
-66
-0.8% -$22.1K 0.3% 75
2023
Q2 		$2.81M Sell
8,722
-384
-4% -$126K 0.3% 77
2023
Q1 		$2.98M Sell
9,106
-175
-2% -$60.9K 0.33% 71
2022
Q4 		$3.19M Sell
9,281
-114
-1% -$39.7K 0.36% 72
2022
Q3 		$2.75M Buy
9,395
+239
+3% +$77.4K 0.37% 66
2022
Q2 		$2.72M Buy
9,156
+1,585
+21% +$493K 0.34% 68
2022
Q1 		$2.5M Sell
7,571
-335
-4% -$118K 0.27% 80
2021
Q4 		$3.02M Buy
7,906
+159
+2% +$62.9K 0.31% 81
2021
Q3 		$2.93M Buy
7,747
+3,293
+74% +$1.29M 0.34% 73
2021
Q2 		$1.69M Sell
4,454
-59
-1% -$21.1K 0.2% 105
2021
Q1 		$1.48M Sell
4,513
-142
-3% -$44.2K 0.19% 111
2020
Q4 		$1.23M Buy
4,655
+1,039
+29% +$231K 0.17% 133
2020
Q3 		$727K Buy
3,616
+397
+12% +$80.8K 0.1% 193
2020
Q2 		$636K Buy
3,219
+1,718
+114% +$323K 0.11% 190
2020
Q1 		$232K Buy
+1,501
New +$319K 0.05% 258
2018
Q4 		– Sell
-544
Closed -$126K – 499
2018
Q3 		$126K Sell
544
-451
-45% -$105K 0.02% 371
2018
Q2 		$219K Buy
995
+2
+0.2% +$477 0.04% 297
2018
Q1 		$250K Buy
+993
New +$259K 0.05% 267

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's GS Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Goldman Sachs (GS) stake by 218% in Q1 2026, buying an estimated $9.25M and bringing the position to 15,131 shares worth $12.8M. The position accounts for 0.3% of the portfolio, ranked #73.

Mount Yale Investment Advisors first reported a position in GS in Q1 2018 and has held it in 28 quarters since. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Mount Yale Investment Advisors held 15,131 shares of Goldman Sachs worth $12.8M as of Q1 2026.
  • Mount Yale Investment Advisors bought 10,372 Goldman Sachs shares in Q1 2026, an estimated $9.25M.
  • Goldman Sachs made up 0.3% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #73 holding.
  • Mount Yale Investment Advisors first reported a position in Goldman Sachs in Q1 2018 and has held it in 28 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.