Accuvest Global Advisors GS Goldman Sachs Group Inc COM

Ownership history in Accuvest Global Advisors  ·  16 quarters on record

AI Ownership Summary

Accuvest Global Advisors reported Goldman Sachs Group Inc COM (GS) in 16 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.45% in 2025 Q3. The latest visible filing shows GS at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accuvest Global Advisors's position in Goldman Sachs Group Inc COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GS was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Accuvest Global Advisors held GS — position size vs. price
% of Fund (quarterly)    GS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 280 -950 -77.2% 0.22% $237K 2026-05-11 $940.71
2025 Q4 REDUCED 57.9% -3.2% 1,230 -1,694 -57.9% 0.80% $1.1M 2026-02-11 $935.52
2025 Q3 ADDED 2,924 +1,998 +215.8% 1.45% $2.3M 2025-11-12 $826.82
2025 Q2 REDUCED 88.1% +14.2% 926 -6,851 -88.1% 0.43% $655K 2025-08-05 $706.68
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Accuvest Global Advisors and GS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accuvest Global Advisors reported owning GS?

Accuvest Global Advisors reported GS across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported GS position in Accuvest Global Advisors's portfolio?

The largest reported portfolio weight for GS was 1.45% in 2025 Q3.

What is the latest reported GS position on this page?

The most recent filing on this page is 2026 Q1, when Accuvest Global Advisors reported 280 shares, equal to 0.22% of portfolio, with an estimated market value of $237K.

What does the chart on this GS ownership page compare?

The chart compares Accuvest Global Advisors's quarterly GS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Accuvest Global Advisors time their GS position?

Based on 13F filing dates vs. subsequent GS price moves, Accuvest Global Advisors correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on GS relative to SPY over the holding period was -6.1%.

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