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Univest Financial’s Goldman Sachs GS Stock Holding History

Univest Financial’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 		$260K Buy
307
+21
+7% +$18.7K 0.01% 231
2025
Q4 		$251K Buy
286
+3
+1% +$2.45K 0.01% 243
2025
Q3 		$225K Hold
283
– – 0.01% 245
2025
Q2 		$200K Buy
+283
New +$164K 0.01% 263
2025
Q1 		– Sell
-445
Closed -$255K – 279
2024
Q4 		$255K Hold
445
– – 0.02% 251
2024
Q3 		$220K Buy
+445
New +$218K 0.01% 260

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

Univest Financial's GS Position: Q1 2026 in Review

Univest Financial increased its Goldman Sachs (GS) stake by 7.3% in Q1 2026, buying an estimated $18.7K and bringing the position to 307 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #231.

Univest Financial first reported a position in GS in Q3 2024 and has held it in 6 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Univest Financial held 307 shares of Goldman Sachs worth $260K as of Q1 2026.
  • Univest Financial bought 21 Goldman Sachs shares in Q1 2026, an estimated $18.7K.
  • Goldman Sachs made up 0.01% of Univest Financial's portfolio in Q1 2026, its #231 holding.
  • Univest Financial first reported a position in Goldman Sachs in Q3 2024 and has held it in 6 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.