SageView Advisory Group’s Goldman Sachs GS Stock Holding History

SageView Advisory Group’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
2025 Q4	$1.69M	Sell	1,923 -291	-13%	-$237K	0.06%	180
2025 Q3	$1.76M	Buy	2,214 +46	+2%	+$34.1K	0.06%	179
2025 Q2	$1.57M	Sell	2,168 -123	-5%	-$71.3K	0.06%	176
2025 Q1	$1.25M	Sell	2,291 -411	-15%	-$247K	0.05%	196
2024 Q4	$1.55M	Buy	2,702 +521	+24%	+$291K	0.07%	159
2024 Q3	$1.08M	Buy	2,181 +349	+19%	+$171K	0.05%	185
2024 Q2	$829K	Buy	+1,832	New	+$804K	0.04%	252
2024 Q1	–	Sell	-1,306	Closed	-$505K	–	606
2023 Q4	$505K	Buy	+1,306	New	+$436K	0.02%	395

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SageView Advisory Group's GS Position: Q4 2025 in Review

SageView Advisory Group reduced its Goldman Sachs (GS) stake by 13% in Q4 2025, selling an estimated $237K and leaving 1,923 shares worth $1.69M. The position accounts for 0.06% of the portfolio, ranked #180.

SageView Advisory Group first reported a position in GS in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.76M in Q3 2025. 3,016 funds tracked by Wall St. Rank hold GS as of Q4 2025.

SageView Advisory Group held 1,923 shares of Goldman Sachs worth $1.69M as of Q4 2025.
SageView Advisory Group sold 291 Goldman Sachs shares in Q4 2025, an estimated $237K.
Goldman Sachs made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #180 holding.
SageView Advisory Group first reported a position in Goldman Sachs in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's Goldman Sachs position peaked at $1.76M in Q3 2025.
3,016 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.