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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
14,765
Value
$14.9M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of GS by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,765$14.9M0.1%+4,055+37.9%AddedHolders
Q1 202610,710$9.06M<0.1%−1,625−13.2%ReducedHolders
Q4 202512,335$10.8M0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202513,184$9.33M0.1%+6,427+95.1%AddedHolders
Q1 20256,757$3.69M<0.1%+1,064+18.7%AddedHolders
Q4 20245,693$3.26M<0.1%−6−0.1%ReducedHolders
Q3 20245,699$2.82M<0.1%+2,350+70.2%AddedHolders
Q2 20243,349$1.51M<0.1%+335+11.1%AddedHolders
Q1 20243,014$1.26M<0.1%−635−17.4%ReducedHolders
Q4 20233,649$1.41M<0.1%+740+25.4%AddedHolders
Q3 20232,909$941.4K<0.1%−15,136−83.9%ReducedHolders
Q2 202318,045$1.10M<0.1%−21,455−54.3%ReducedHolders
Q1 202339,500$71<0.1%+32,822+491.5%AddedHolders
Q4 20226,678$2.29M<0.1%+6,678NewHolders
Q3 20220$00.0%−2,556−100.0%Sold outHolders
Q2 20222,556$759.0K<0.1%+383+17.6%AddedHolders
Q1 20222,173$717.0K<0.1%+139+6.8%AddedHolders
Q4 20212,034$778.0K<0.1%+516+34.0%AddedHolders
Q3 20211,518$574.0K<0.1%+14+0.9%AddedHolders
Q2 20211,504$571.0K<0.1%+189+14.4%AddedHolders
Q1 20211,315$430.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.