Whittier Trust’s Goldman Sachs GS Stock Holding History

Whittier Trust’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	$77.8M	Sell	89,887 -12,384	-12%	-$11M	0.88%	24
2025 Q4	$97.7M	Buy	102,271 +1,366	+1%	+$1.11M	1.06%	15
2025 Q3	$79.7M	Buy	100,905 +1,976	+2%	+$1.46M	0.91%	18
2025 Q2	$70M	Buy	98,929 +6,526	+7%	+$3.78M	0.84%	21
2025 Q1	$50.5M	Buy	92,403 +1,097	+1%	+$660K	0.7%	30
2024 Q4	$52.3M	Buy	91,306 +19,219	+27%	+$10.7M	0.69%	28
2024 Q3	$35.7M	Buy	72,087 +847	+1%	+$414K	0.48%	47
2024 Q2	$32.2M	Buy	71,240 +414	+0.6%	+$182K	0.46%	47
2024 Q1	$29.6M	Buy	70,826 +439	+0.6%	+$170K	0.43%	55
2023 Q4	$27.2M	Buy	70,387 +810	+1%	+$270K	0.44%	54
2023 Q3	$22.5M	Sell	69,577 -76	-0.1%	-$25.4K	0.4%	58
2023 Q2	$22.5M	Sell	69,653 -1,453	-2%	-$478K	0.39%	63
2023 Q1	$23.3M	Buy	71,106 +1,453	+2%	+$506K	0.42%	58
2022 Q4	$23.9M	Buy	69,653 +679	+1%	+$236K	0.47%	51
2022 Q3	$20.2M	Buy	68,974 +2,085	+3%	+$676K	0.42%	58
2022 Q2	$19.9M	Sell	66,889 -1,792	-3%	-$558K	0.4%	63
2022 Q1	$22.7M	Buy	68,681 +856	+1%	+$302K	0.38%	65
2021 Q4	$25.9M	Sell	67,825 -134	-0.2%	-$53K	0.42%	58
2021 Q3	$25.7M	Buy	67,959 +758	+1%	+$296K	0.47%	52
2021 Q2	$25.5M	Buy	67,201 +417	+0.6%	+$149K	0.45%	54
2021 Q1	$21.8M	Buy	66,784 +2,275	+4%	+$708K	0.42%	58
2020 Q4	$17M	Buy	64,509 +1,811	+3%	+$403K	0.36%	72
2020 Q3	$12.6M	Buy	62,698 +637	+1%	+$130K	0.3%	74
2020 Q2	$12.3M	Buy	62,061 +2,018	+3%	+$379K	0.34%	73
2020 Q1	$9.28M	Buy	60,043 +1,338	+2%	+$284K	0.3%	75
2019 Q4	$13.5M	Buy	58,705 +1,618	+3%	+$351K	0.35%	75
2019 Q3	$11.8M	Buy	57,087 +380	+0.7%	+$79.5K	0.34%	81
2019 Q2	$11.6M	Sell	56,707 -159	-0.3%	-$31.5K	0.34%	83
2019 Q1	$10.9M	Buy	56,866 +2,869	+5%	+$553K	0.33%	83
2018 Q4	$9.02M	Sell	53,997 -2,051	-4%	-$414K	0.31%	88
2018 Q3	$12.6M	Buy	56,048 +956	+2%	+$222K	0.39%	69
2018 Q2	$12.2M	Buy	55,092 +276	+0.5%	+$65.8K	0.4%	69
2018 Q1	$13.8M	Buy	54,816 +1,249	+2%	+$325K	0.46%	58
2017 Q4	$13.6M	Buy	53,567 +1,015	+2%	+$249K	0.48%	59
2017 Q3	$12.5M	Buy	52,552 +1,141	+2%	+$257K	0.45%	62
2017 Q2	$11.4M	Buy	51,411 +357	+0.7%	+$79.3K	0.44%	63
2017 Q1	$11.7M	Buy	51,054 +2,060	+4%	+$497K	0.47%	56
2016 Q4	$11.7M	Buy	48,994 +886	+2%	+$180K	0.5%	54
2016 Q3	$7.76M	Sell	48,108 -2,103	-4%	-$342K	0.34%	86
2016 Q2	$7.46M	Buy	50,211 +981	+2%	+$153K	0.33%	88
2016 Q1	$7.73M	Buy	49,230 +363	+0.7%	+$56.1K	0.34%	81
2015 Q4	$8.81M	Buy	48,867 +1,939	+4%	+$360K	0.4%	67
2015 Q3	$8.15M	Buy	46,928 +869	+2%	+$170K	0.4%	69
2015 Q2	$9.62M	Buy	46,059 +134	+0.3%	+$27.3K	0.43%	65
2015 Q1	$8.63M	Buy	45,925 +877	+2%	+$163K	0.4%	71
2014 Q4	$8.73M	Buy	45,048 +1,198	+3%	+$225K	0.41%	67
2014 Q3	$8.05M	Buy	43,850 +1,431	+3%	+$251K	0.39%	68
2014 Q2	$7.1M	Sell	42,419 -429	-1%	-$69.2K	0.35%	81
2014 Q1	$7.02M	Buy	42,848 +234	+0.5%	+$39.4K	0.36%	75
2013 Q4	$7.55M	Buy	42,614 +3,836	+10%	+$633K	0.39%	75
2013 Q3	$6.13M	Buy	38,778 +14,733	+61%	+$2.37M	0.33%	89
2013 Q2	$3.64M	Buy	+24,045	New	+$3.67M	0.2%	125

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whittier Trust's GS Position: Q1 2026 in Review

Whittier Trust reduced its Goldman Sachs (GS) stake by 12% in Q1 2026, selling an estimated $11M and leaving 89,887 shares worth $77.8M. The position accounts for 0.88% of the portfolio, ranked #24.

Whittier Trust first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $97.7M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Whittier Trust held 89,887 shares of Goldman Sachs worth $77.8M as of Q1 2026.
Whittier Trust sold 12,384 Goldman Sachs shares in Q1 2026, an estimated $11M.
Goldman Sachs made up 0.88% of Whittier Trust's portfolio in Q1 2026, its #24 holding.
Whittier Trust first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's Goldman Sachs position peaked at $97.7M in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.