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United Capital Financial Advisors’s Goldman Sachs GS Stock Holding History

United Capital 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 		$31M Buy
36,647
+1,301
+4% +$1.16M 0.19% 106
2025
Q4 		$31.1M Buy
35,346
+11,636
+49% +$9.49M 0.19% 100
2025
Q3 		$18.9M Buy
23,710
+14,808
+166% +$11M 0.14% 137
2025
Q2 		$6.3M Sell
8,902
-2,999
-25% -$1.74M 0.05% 252
2025
Q1 		$6.5M Buy
11,901
+4,913
+70% +$2.96M 0.06% 238
2024
Q4 		$4M Sell
6,988
-2,918
-29% -$1.63M 0.03% 296
2024
Q3 		$4.9M Buy
9,906
+3,441
+53% +$1.68M 0.04% 265
2024
Q2 		$2.92M Buy
6,465
+972
+18% +$427K 0.03% 337
2024
Q1 		$2.29M Buy
5,493
+650
+13% +$252K 0.02% 403
2023
Q4 		$1.87M Buy
+4,843
New +$1.62M 0.02% 424
2023
Q2 		– Sell
-1,922
Closed -$629K – 930
2023
Q1 		$629K Buy
1,922
+455
+31% +$158K ﹤0.01% 682
2022
Q4 		$504K Sell
1,467
-18,220
-93% -$6.34M ﹤0.01% 755
2022
Q3 		$5.77M Sell
19,687
-3,176
-14% -$1.03M 0.03% 309
2022
Q2 		$6.79M Buy
22,863
+4,262
+23% +$1.33M 0.04% 301
2022
Q1 		$6.14M Sell
18,601
-1,142
-6% -$403K 0.03% 338
2021
Q4 		$7.55M Buy
19,743
+86
+0.4% +$34K 0.03% 316
2021
Q3 		$7.43M Sell
19,657
-347
-2% -$136K 0.04% 311
2021
Q2 		$7.59M Buy
20,004
+510
+3% +$182K 0.04% 313
2021
Q1 		$6.37M Sell
19,494
-889
-4% -$277K 0.04% 322
2020
Q4 		$5.38M Buy
20,383
+768
+4% +$171K 0.03% 344
2020
Q3 		$3.94M Sell
19,615
-188
-0.9% -$38.2K 0.03% 375
2020
Q2 		$3.91M Sell
19,803
-630
-3% -$118K 0.03% 401
2020
Q1 		$3.16M Sell
20,433
-1,742
-8% -$370K 0.03% 407
2019
Q4 		$5.1M Sell
22,175
-3,365
-13% -$730K 0.03% 418
2019
Q3 		$5.29M Sell
25,540
-55,212
-68% -$11.5M 0.04% 397
2019
Q2 		$16.5M Buy
80,752
+50
+0.1% +$9.9K 0.11% 205
2019
Q1 		$15.5M Sell
80,702
-664
-0.8% -$128K 0.11% 206
2018
Q4 		$13.6M Sell
81,366
-3,339
-4% -$674K 0.11% 199
2018
Q3 		$19M Sell
84,705
-1,752
-2% -$408K 0.13% 166
2018
Q2 		$19.1M Sell
86,457
-2,534
-3% -$604K 0.14% 156
2018
Q1 		$22.4M Buy
88,991
+5,544
+7% +$1.44M 0.17% 138
2017
Q4 		$21.4M Sell
83,447
-4,461
-5% -$1.09M 0.17% 142
2017
Q3 		$20.9M Buy
87,908
+6,514
+8% +$1.47M 0.18% 132
2017
Q2 		$18.1M Buy
81,394
+20,957
+35% +$4.66M 0.16% 143
2017
Q1 		$13.9M Buy
60,437
+793
+1% +$191K 0.13% 185
2016
Q4 		$14.3M Sell
59,644
-770
-1% -$156K 0.14% 166
2016
Q3 		$9.74M Sell
60,414
-6,320
-9% -$1.03M 0.09% 263
2016
Q2 		$9.94M Sell
66,734
-74
-0.1% -$11.5K 0.1% 238
2016
Q1 		$10.5M Buy
66,808
+925
+1% +$143K 0.12% 189
2015
Q4 		$11.9M Sell
65,883
-26,922
-29% -$5M 0.14% 170
2015
Q3 		$16.1M Buy
92,805
+7,638
+9% +$1.5M 0.19% 99
2015
Q2 		$17.8M Buy
85,167
+15,268
+22% +$3.11M 0.21% 111
2015
Q1 		$13.7M Sell
69,899
-346
-0.5% -$64.4K 0.17% 145
2014
Q4 		$13.6M Buy
70,245
+7,474
+12% +$1.4M 0.2% 125
2014
Q3 		$11.5M Sell
62,771
-1,096
-2% -$193K 0.2% 128
2014
Q2 		$10.7M Buy
63,867
+6,175
+11% +$996K 0.2% 133
2014
Q1 		$9.45M Buy
57,692
+5,403
+10% +$909K 0.2% 120
2013
Q4 		$9.27M Sell
52,289
-3,382
-6% -$558K 0.32% 91
2013
Q3 		$8.81M Buy
55,671
+1,456
+3% +$234K 0.28% 76
2013
Q2 		$8.2M Buy
+54,215
New +$8.27M 0.22% 125

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 Capital Financial Advisors's GS Position: Q1 2026 in Review

United Capital Financial Advisors increased its Goldman Sachs (GS) stake by 3.7% in Q1 2026, buying an estimated $1.16M and bringing the position to 36,647 shares worth $31M. The position accounts for 0.19% of the portfolio, ranked #106.

United Capital Financial Advisors first reported a position in GS in Q2 2013 and has held it in 50 quarters since. The position peaked at $31.1M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • United Capital Financial Advisors held 36,647 shares of Goldman Sachs worth $31M as of Q1 2026.
  • United Capital Financial Advisors bought 1,301 Goldman Sachs shares in Q1 2026, an estimated $1.16M.
  • Goldman Sachs made up 0.19% of United Capital Financial Advisors's portfolio in Q1 2026, its #106 holding.
  • United Capital Financial Advisors first reported a position in Goldman Sachs in Q2 2013 and has held it in 50 quarters since.
  • United Capital Financial Advisors's Goldman Sachs position peaked at $31.1M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.