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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by EverSource 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)
4,796
Value
$4.85M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of GS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,796$4.85M0.2%−3,491−42.1%ReducedHolders
Q1 20268,287$7.01M0.2%+3,351+67.9%AddedHolders
Q4 20254,936$4.34M0.2%+31+0.6%AddedHolders
Q3 20254,905$3.91M0.2%+10+0.2%AddedHolders
Q2 20254,895$3.46M0.2%+164+3.5%AddedHolders
Q1 20254,731$2.58M0.1%−220−4.4%ReducedHolders
Q4 20244,951$2.84M0.2%+119+2.5%AddedHolders
Q3 20244,832$2.39M0.2%−104−2.1%ReducedHolders
Q2 20244,936$2.51M0.2%+517+11.7%AddedHolders
Q1 20244,419$1.89M0.1%+74+1.7%AddedHolders
Q4 20234,345$1.68M0.2%−1,730−28.5%ReducedHolders
Q3 20236,075$1.97M0.2%−2,083−25.5%ReducedHolders
Q2 20238,158$2.63M0.3%−986−10.8%ReducedHolders
Q1 20239,144$2.99M0.4%+351+4.0%AddedHolders
Q4 20228,793$3.02M0.5%+3,865+78.4%AddedHolders
Q3 20224,928$1.44M0.3%+4,470+976.0%AddedHolders
Q2 2022458$136.0K<0.1%+93+25.5%AddedHolders
Q1 2022365$121.0K<0.1%+44+13.7%AddedHolders
Q4 2021321$123.0K<0.1%–No prior filingHolders