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Schear Investment Advisers’s Goldman Sachs GS Stock Holding History

Schear Investment Advisers’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 		$3.62M Buy
3,581
+136
+4% +$133K 1.21% 25
2026
Q1 		$2.91M Sell
3,445
-29
-0.8% -$25.9K 1.29% 23
2025
Q4 		$3.05M Buy
3,474
+18
+0.5% +$14.7K 1.31% 25
2025
Q3 		$2.75M Hold
3,456
– – 1.23% 24
2025
Q2 		$2.45M Sell
3,456
-31
-0.9% -$18K 1.21% 24
2025
Q1 		$1.9M Buy
3,487
+17
+0.5% +$10.2K 1.1% 30
2024
Q4 		$1.99M Buy
3,470
+227
+7% +$127K 1.06% 25
2024
Q3 		$1.61M Buy
3,243
+316
+11% +$155K 0.99% 33
2024
Q2 		$1.32M Buy
2,927
+88
+3% +$38.6K 0.96% 35
2024
Q1 		$1.19M Sell
2,839
-36
-1% -$14K 0.95% 35
2023
Q4 		$1.11M Sell
2,875
-41
-1% -$13.7K 1.07% 29
2023
Q3 		$944K Sell
2,916
-106
-4% -$35.4K 1.02% 36
2023
Q2 		$975K Buy
3,022
+32
+1% +$10.5K 1.03% 35
2023
Q1 		$978K Sell
2,990
-26
-0.9% -$9.05K 1.17% 29
2022
Q4 		$1.04M Buy
+3,016
New +$1.05M 1.28% 26

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Schear Investment Advisers's GS Position: Q2 2026 in Review

Schear Investment Advisers increased its Goldman Sachs (GS) stake by 3.9% in Q2 2026, buying an estimated $133K and bringing the position to 3,581 shares worth $3.62M. The position accounts for 1.21% of the portfolio, ranked #25.

Schear Investment Advisers first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Schear Investment Advisers held 3,581 shares of Goldman Sachs worth $3.62M as of Q2 2026.
  • Schear Investment Advisers bought 136 Goldman Sachs shares in Q2 2026, an estimated $133K.
  • Goldman Sachs made up 1.21% of Schear Investment Advisers's portfolio in Q2 2026, its #25 holding.
  • Schear Investment Advisers first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.