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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Schear Investment Advisers's GS Position: Q1 2026 in Review

Schear Investment Advisers reduced its Goldman Sachs (GS) stake by 0.83% in Q1 2026, selling an estimated $25.9K and leaving 3,445 shares worth $2.91M. The position accounts for 1.29% of the portfolio, ranked #23.

Schear Investment Advisers first reported a position in GS in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.05M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Schear Investment Advisers held 3,445 shares of Goldman Sachs worth $2.91M as of Q1 2026.
Schear Investment Advisers sold 29 Goldman Sachs shares in Q1 2026, an estimated $25.9K.
Goldman Sachs made up 1.29% of Schear Investment Advisers's portfolio in Q1 2026, its #23 holding.
Schear Investment Advisers first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
Schear Investment Advisers's Goldman Sachs position peaked at $3.05M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.