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SC&H Financial Advisors’s Goldman Sachs GS Stock Holding History

SC&H Financial 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 		$392K Buy
464
+1
+0.2% +$892 0.06% 102
2025
Q4 		$407K Hold
463
– – 0.06% 99
2025
Q3 		$369K Hold
463
– – 0.06% 101
2025
Q2 		$328K Buy
463
+32
+7% +$18.5K 0.06% 111
2025
Q1 		$235K Hold
431
– – 0.05% 137
2024
Q4 		$247K Hold
431
– – 0.05% 130
2024
Q3 		$213K Buy
+431
New +$211K 0.05% 147
2023
Q1 		– Sell
-825
Closed -$283K – 135
2022
Q4 		$283K Sell
825
-3
-0.4% -$1.04K 0.12% 112
2022
Q3 		$243K Sell
828
-99
-11% -$32.1K 0.12% 115
2022
Q2 		$275K Sell
927
-247
-21% -$76.9K 0.13% 120
2022
Q1 		$387K Buy
1,174
+448
+62% +$158K 0.18% 106
2021
Q4 		$278K Buy
+726
New +$287K 0.15% 125

Other funds holding GS

BlackRock
BlackRock New York $5.7T 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 $1.47T 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