Zevin Asset Management’s Goldman Sachs GS Stock Holding History

Zevin Asset Management’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	–	Sell	-245	Closed	-$215K	–	95
2025 Q4	$215K	Sell	245 -78	-24%	-$63.6K	0.03%	95
2025 Q3	$257K	Buy	+323	New	+$239K	0.04%	86

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

Zevin Asset Management's GS Position: Q1 2026 in Review

Zevin Asset Management sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 245 shares — an estimated $215K sold.

Zevin Asset Management first reported a position in GS in Q3 2025 and held it in 2 quarters. The position peaked at $257K in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Zevin Asset Management reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
Zevin Asset Management sold 245 Goldman Sachs shares in Q1 2026, an estimated $215K.
Zevin Asset Management first reported a position in Goldman Sachs in Q3 2025 and held it in 2 quarters.
Zevin Asset Management's Goldman Sachs position peaked at $257K in Q3 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.