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Westbourne Investment Advisors’s Goldman Sachs GS Stock Holding History

Westbourne Investment 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 		$14.7M Sell
17,381
-221
-1% -$197K 4.29% 5
2025
Q4 		$15.5M Sell
17,602
-944
-5% -$770K 4.27% 6
2025
Q3 		$14.8M Sell
18,546
-1,315
-7% -$974K 4.12% 6
2025
Q2 		$14.1M Buy
19,861
+960
+5% +$556K 4.26% 6
2025
Q1 		$10.3M Sell
18,901
-90
-0.5% -$54.2K 3.67% 7
2024
Q4 		$10.9M Sell
18,991
-294
-2% -$164K 3.72% 7
2024
Q3 		$9.55M Buy
19,285
+39
+0.2% +$19.1K 3.34% 7
2024
Q2 		$8.71M Sell
19,246
-203
-1% -$89.1K 3.15% 8
2024
Q1 		$8.12M Sell
19,449
-34
-0.2% -$13.2K 2.99% 8
2023
Q4 		$7.52M Buy
19,483
+114
+0.6% +$38K 3.01% 8
2023
Q3 		$6.27M Buy
19,369
+217
+1% +$72.5K 2.88% 9
2023
Q2 		$6.18M Buy
19,152
+137
+0.7% +$45K 2.77% 9
2023
Q1 		$6.22M Sell
19,015
-525
-3% -$183K 3.01% 9
2022
Q4 		$6.71M Sell
19,540
-36
-0.2% -$12.5K 3.39% 6
2022
Q3 		$5.74M Sell
19,576
-608
-3% -$197K 3.04% 8
2022
Q2 		$6M Buy
20,184
+637
+3% +$198K 3.72% 4
2022
Q1 		$6.45M Buy
19,547
+967
+5% +$342K 2.67% 9
2021
Q4 		$7.11M Buy
18,580
+73
+0.4% +$28.9K 2.79% 10
2021
Q3 		$7M Sell
18,507
-288
-2% -$112K 3.19% 9
2021
Q2 		$7.13M Buy
18,795
+82
+0.4% +$29.3K 3.23% 9
2021
Q1 		$6.12M Sell
18,713
-519
-3% -$162K 3.04% 9
2020
Q4 		$5.07M Buy
+19,232
New +$4.28M 2.96% 11
2020
Q2 		– Sell
-11,616
Closed -$1.8M – 64
2020
Q1 		$1.8M Buy
11,616
+4,738
+69% +$1.01M 1.66% 16
2019
Q4 		$1.58M Buy
6,878
+4,853
+240% +$1.05M 1.08% 28
2019
Q3 		$420K Buy
+2,025
New +$423K 0.31% 68

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

Westbourne Investment Advisors's GS Position: Q1 2026 in Review

Westbourne Investment Advisors reduced its Goldman Sachs (GS) stake by 1.3% in Q1 2026, selling an estimated $197K and leaving 17,381 shares worth $14.7M. The position accounts for 4.29% of the portfolio, ranked #5.

Westbourne Investment Advisors first reported a position in GS in Q3 2019 and has held it in 25 quarters since. The position peaked at $15.5M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Westbourne Investment Advisors held 17,381 shares of Goldman Sachs worth $14.7M as of Q1 2026.
  • Westbourne Investment Advisors sold 221 Goldman Sachs shares in Q1 2026, an estimated $197K.
  • Goldman Sachs made up 4.29% of Westbourne Investment Advisors's portfolio in Q1 2026, its #5 holding.
  • Westbourne Investment Advisors first reported a position in Goldman Sachs in Q3 2019 and has held it in 25 quarters since.
  • Westbourne Investment Advisors's Goldman Sachs position peaked at $15.5M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.