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Westover Capital Advisors’s Goldman Sachs GS Stock Holding History

Westover Capital 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 		$10.3M Sell
12,171
-3
-0% -$2.68K 1.89% 14
2025
Q4 		$10.7M Buy
12,174
+172
+1% +$140K 1.95% 14
2025
Q3 		$9.56M Buy
12,002
+95
+0.8% +$70.4K 1.77% 16
2025
Q2 		$8.43M Buy
11,907
+72
+0.6% +$41.7K 1.68% 17
2025
Q1 		$6.47M Buy
11,835
+1,070
+10% +$644K 1.44% 17
2024
Q4 		$6.16M Buy
10,765
+485
+5% +$271K 1.36% 17
2024
Q3 		$5.09M Buy
10,280
+5,283
+106% +$2.58M 0.98% 22
2024
Q2 		$2.26M Sell
4,997
-108
-2% -$47.4K 0.58% 43
2024
Q1 		$2.13M Sell
5,105
-247
-5% -$95.9K 0.62% 46
2023
Q4 		$2.06M Sell
5,352
-73
-1% -$24.4K 0.67% 43
2023
Q3 		$1.76M Sell
5,425
-237
-4% -$79.2K 0.64% 43
2023
Q2 		$1.83M Sell
5,662
-562
-9% -$185K 0.63% 44
2023
Q1 		$2.04M Sell
6,224
-378
-6% -$132K 0.75% 38
2022
Q4 		$2.27M Sell
6,602
-65
-1% -$22.6K 0.9% 32
2022
Q3 		$1.95M Sell
6,667
-17
-0.3% -$5.51K 0.75% 40
2022
Q2 		$1.99M Sell
6,684
-114
-2% -$35.5K 0.73% 40
2022
Q1 		$2.24M Sell
6,798
-52
-0.8% -$18.4K 0.7% 40
2021
Q4 		$2.62M Buy
6,850
+778
+13% +$308K 0.76% 39
2021
Q3 		$2.29M Buy
6,072
+722
+13% +$282K 0.72% 42
2021
Q2 		$2.03M Buy
5,350
+1,466
+38% +$525K 0.65% 46
2021
Q1 		$1.27M Sell
3,884
-7
-0.2% -$2.18K 0.44% 62
2020
Q4 		$1.03M Sell
3,891
-33
-0.8% -$7.35K 0.37% 68
2020
Q3 		$789K Sell
3,924
-8,875
-69% -$1.81M 0.32% 71
2020
Q2 		$2.53M Sell
12,799
-6,014
-32% -$1.13M 1.19% 26
2020
Q1 		$2.91M Sell
18,813
-2,423
-11% -$514K 1.57% 22
2019
Q4 		$4.88M Sell
21,236
-186
-0.9% -$40.4K 2.18% 14
2019
Q3 		$4.44M Sell
21,422
-48
-0.2% -$10K 2.1% 16
2019
Q2 		$4.39M Sell
21,470
-33
-0.2% -$6.53K 2.17% 13
2019
Q1 		$4.13M Buy
21,503
+604
+3% +$117K 2.14% 10
2018
Q4 		$3.49M Buy
20,899
+15,146
+263% +$3.06M 2.18% 9
2018
Q3 		$1.29M Sell
5,753
-7
-0.1% -$1.63K 0.65% 52
2018
Q2 		$1.27M Sell
5,760
-3,372
-37% -$804K 0.68% 48
2018
Q1 		$2.3M Sell
9,132
-846
-8% -$220K 1.25% 33
2017
Q4 		$2.54M Sell
9,978
-299
-3% -$73.3K 1.4% 24
2017
Q3 		$2.44M Sell
10,277
-1,417
-12% -$320K 1.43% 23
2017
Q2 		$2.6M Sell
11,694
-345
-3% -$76.7K 1.71% 23
2017
Q1 		$2.77M Sell
12,039
-1,477
-11% -$357K 1.84% 21
2016
Q4 		$3.24M Sell
13,516
-276
-2% -$56K 2.32% 14
2016
Q3 		$2.22M Buy
13,792
+3,812
+38% +$620K 1.65% 24
2016
Q2 		$1.48M Buy
+9,980
New +$1.56M 1.22% 30

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

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

Westover Capital Advisors reduced its Goldman Sachs (GS) stake by 0.02% in Q1 2026, selling an estimated $2.68K and leaving 12,171 shares worth $10.3M. The position accounts for 1.89% of the portfolio, ranked #14.

Westover Capital Advisors first reported a position in GS in Q2 2016 and has held it in 40 quarters since. The position peaked at $10.7M in Q4 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Westover Capital Advisors held 12,171 shares of Goldman Sachs worth $10.3M as of Q1 2026.
  • Westover Capital Advisors sold 3 Goldman Sachs shares in Q1 2026, an estimated $2.68K.
  • Goldman Sachs made up 1.89% of Westover Capital Advisors's portfolio in Q1 2026, its #14 holding.
  • Westover Capital Advisors first reported a position in Goldman Sachs in Q2 2016 and has held it in 40 quarters since.
  • Westover Capital Advisors's Goldman Sachs position peaked at $10.7M in Q4 2025.
  • 2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.