Waverly Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.3M | Buy |
22,810
+1,124
| +5% | +$1M | 0.14% | 144 |
|
|
2025
Q4 | $19.1M | Buy |
21,686
+8,819
| +69% | +$7.2M | 0.15% | 133 |
|
|
2025
Q3 | $10.2M | Buy |
12,867
+323
| +3% | +$239K | 0.1% | 197 |
|
|
2025
Q2 | $8.88M | Sell |
12,544
-1
| -0% | -$579 | 0.1% | 209 |
|
|
2025
Q1 | $6.85M | Sell |
12,545
-21
| -0.2% | -$12.6K | 0.08% | 231 |
|
|
2024
Q4 | $7.2M | Buy |
12,566
+5,188
| +70% | +$2.89M | 0.11% | 177 |
|
|
2024
Q3 | $3.65M | Sell |
7,378
-185
| -2% | -$90.5K | 0.07% | 233 |
|
|
2024
Q2 | $3.42M | Buy |
7,563
+180
| +2% | +$79K | 0.07% | 234 |
|
|
2024
Q1 | $3.08M | Sell |
7,383
-8,559
| -54% | -$3.32M | 0.07% | 204 |
|
|
2023
Q4 | $6.15M | Buy |
15,942
+11,239
| +239% | +$3.75M | 0.23% | 70 |
|
|
2023
Q3 | $1.52M | Buy |
4,703
+1,775
| +61% | +$593K | 0.07% | 160 |
|
|
2023
Q2 | $944K | Buy |
2,928
+131
| +5% | +$43.1K | 0.04% | 189 |
|
|
2023
Q1 | $915K | Sell |
2,797
-25
| -0.9% | -$8.7K | 0.05% | 149 |
|
|
2022
Q4 | $969K | Sell |
2,822
-452
| -14% | -$157K | 0.05% | 136 |
|
|
2022
Q3 | $959K | Sell |
3,274
-144
| -4% | -$46.7K | 0.07% | 113 |
|
|
2022
Q2 | $1.01M | Buy |
+3,418
| New | +$1.06M | 0.09% | 85 |
|
|
2018
Q4 | – | Sell |
-1,032
| Closed | -$231K | – | 155 |
|
|
2018
Q3 | $231K | Hold |
1,032
| – | – | 0.03% | 166 |
|
|
2018
Q2 | $228K | Buy |
1,032
+162
| +19% | +$38.6K | 0.04% | 163 |
|
|
2018
Q1 | $219K | Sell |
870
-787
| -47% | -$205K | 0.04% | 161 |
|
|
2017
Q4 | $422K | Buy |
1,657
+48
| +3% | +$11.8K | 0.06% | 158 |
|
|
2017
Q3 | $382K | Sell |
1,609
-436
| -21% | -$98.3K | 0.08% | 155 |
|
|
2017
Q2 | $454K | Buy |
+2,045
| New | +$454K | 0.11% | 141 |
|
|
2016
Q1 | – | Sell |
-2,196
| Closed | -$396K | – | 110 |
|
|
2015
Q4 | $396K | Buy |
+2,196
| New | +$408K | 0.17% | 66 |
|
|
2014
Q4 | – | Sell |
-131
| Closed | -$24K | – | 523 |
|
|
2014
Q3 | $24K | Hold |
131
| – | – | 0.01% | 312 |
|
|
2014
Q2 | $22K | Sell |
131
-55
| -30% | -$8.88K | 0.01% | 313 |
|
|
2014
Q1 | $30K | Sell |
186
-1,059
| -85% | -$178K | 0.01% | 273 |
|
|
2013
Q4 | $221K | Buy |
1,245
+23
| +2% | +$3.79K | 0.08% | 138 |
|
|
2013
Q3 | $193K | Buy |
+1,222
| New | +$197K | 0.1% | 104 |
|
Other funds holding GS
VCM
VPM
Waverly Advisors's GS Position: Q1 2026 in Review
Waverly Advisors increased its Goldman Sachs (GS) stake by 5.2% in Q1 2026, buying an estimated $1M and bringing the position to 22,810 shares worth $19.3M. The position accounts for 0.14% of the portfolio, ranked #144.
Waverly Advisors first reported a position in GS in Q3 2013 and has held it in 28 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.
- Waverly Advisors held 22,810 shares of Goldman Sachs worth $19.3M as of Q1 2026.
- Waverly Advisors bought 1,124 Goldman Sachs shares in Q1 2026, an estimated $1M.
- Goldman Sachs made up 0.14% of Waverly Advisors's portfolio in Q1 2026, its #144 holding.
- Waverly Advisors first reported a position in Goldman Sachs in Q3 2013 and has held it in 28 quarters since.
- 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.