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United Advisor Group’s Goldman Sachs GS Stock Holding History

United Advisor 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
2026
Q1 		$1.3M Sell
1,540
-34
-2% -$30.3K 0.16% 155
2025
Q4 		$1.38M Buy
1,574
+44
+3% +$35.9K 0.17% 141
2025
Q3 		$1.22M Buy
1,530
+264
+21% +$196K 0.16% 143
2025
Q2 		$896K Buy
1,266
+12
+1% +$6.95K 0.15% 148
2025
Q1 		$685K Sell
1,254
-177
-12% -$107K 0.14% 149
2024
Q4 		$819K Buy
1,431
+29
+2% +$16.2K 0.16% 145
2024
Q3 		$694K Buy
1,402
+174
+14% +$85.1K 0.16% 139
2024
Q2 		$555K Buy
1,228
+730
+147% +$320K 0.17% 123
2024
Q1 		$208K Sell
498
-6,748
-93% -$2.62M 0.08% 204
2023
Q4 		$203K Buy
+7,246
New +$2.42M 0.24% 54

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

United Advisor Group's GS Position: Q1 2026 in Review

United Advisor Group reduced its Goldman Sachs (GS) stake by 2.2% in Q1 2026, selling an estimated $30.3K and leaving 1,540 shares worth $1.3M. The position accounts for 0.16% of the portfolio, ranked #155.

United Advisor Group first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.38M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • United Advisor Group held 1,540 shares of Goldman Sachs worth $1.3M as of Q1 2026.
  • United Advisor Group sold 34 Goldman Sachs shares in Q1 2026, an estimated $30.3K.
  • Goldman Sachs made up 0.16% of United Advisor Group's portfolio in Q1 2026, its #155 holding.
  • United Advisor Group first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
  • United Advisor Group's Goldman Sachs position peaked at $1.38M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.