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HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by HCR Wealth Advisors, 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)
2,413
Value
$2.44M
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of GS by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,413$2.44M0.2%+149+6.6%AddedHolders
Q1 20262,264$1.92M0.2%−304−11.8%ReducedHolders
Q4 20252,568$2.26M0.2%+607+31.0%AddedHolders
Q3 20251,961$1.53M0.2%−50−2.5%ReducedHolders
Q2 20252,011$1.42M0.2%+174+9.5%AddedHolders
Q1 20251,837$1.00M0.1%+298+19.4%AddedHolders
Q4 20241,539$881.3K0.1%+87+6.0%AddedHolders
Q3 20241,452$718.9K0.1%−40−2.7%ReducedHolders
Q2 20241,492$674.9K0.1%+105+7.6%AddedHolders
Q1 20241,387$579.3K0.1%00.0%UnchangedHolders
Q4 20231,387$535.1K0.1%+1,387NewHolders