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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
Q2 		$411K Buy
406
+99
+32% +$96.5K 0.02% 218
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Univest Financial's GS Position: Q2 2026 in Review

Univest Financial increased its Goldman Sachs (GS) stake by 32% in Q2 2026, buying an estimated $96.5K and bringing the position to 406 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #218.

Univest Financial first reported a position in GS in Q3 2024 and has held it in 7 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Univest Financial held 406 shares of Goldman Sachs worth $411K as of Q2 2026.
  • Univest Financial bought 99 Goldman Sachs shares in Q2 2026, an estimated $96.5K.
  • Goldman Sachs made up 0.02% of Univest Financial's portfolio in Q2 2026, its #218 holding.
  • Univest Financial first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.