GS — Goldman Sachs Group, Inc. COM

Ownership history in MATRIX ASSET ADVISORS INC/NY  ·  54 quarters on record

AI Ownership Summary

MATRIX ASSET ADVISORS INC/NY reported Goldman Sachs Group, Inc. COM (GS) in 54 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.21% in 2025 Q4. The latest visible filing shows GS at 2.21% 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 MATRIX ASSET ADVISORS INC/NY'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
2025 Q4

GS was reported at 2.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.21% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

GS stock page MATRIX ASSET ADVISORS INC/NY fund profile MATRIX ASSET ADVISORS INC/NY full holdings
How MATRIX ASSET ADVISORS INC/NY held GS — position size vs. price
% of Fund (quarterly)    GS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 27,996 -677 -2.4% 2.21% $24.6M 2026-02-14 (Est.) $900.40
2025 Q3 REDUCED 28,673 -301 -1.0% 2.12% $22.8M 2025-10-14 $762.94
2025 Q2 REDUCED 28,974 -1,455 -4.8% 2.07% $20.5M 2025-07-25 $717.74
2025 Q1 REDUCED 30,429 -3,887 -11.3% 1.83% $16.6M 2025-04-22 $509.44
2024 Q4 REDUCED 34,316 -1,792 -5.0% 2.15% $19.7M 2025-01-22 $616.83
2024 Q3 REDUCED 36,108 -4,053 -10.1% 1.99% $17.9M 2024-10-10 $488.64
2024 Q2 REDUCED 40,161 -618 -1.5% 2.17% $18.2M 2024-07-15 $474.69
2024 Q1 REDUCED 40,779 -1,243 -3.0% 2.04% $17.0M 2024-04-15 $384.27
2023 Q4 REDUCED 42,022 -384 -0.9% 2.06% $16.2M 2024-01-24 $361.12
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GS

As of 2026 Q1 — sorted by position size

WealthBridge Investment Counsel Inc. 3Y 5.38% Performance Wealth Partners, LLC 3Y 3.42% Talbot Financial, LLC 3Y 3.39% FRANKLIN STREET ADVISORS INC /NC 3Y 7Y 3.08% Ethos Capital Management, Inc. 2.41% Wynn Capital, LLC 2.31% Sculati Wealth Management, LLC 3Y 2.21% RoundAngle Advisors LLC 1.79% KMG FIDUCIARY PARTNERS, LLC 3Y 7Y 1.74% HIGHLINE WEALTH PARTNERS LLC 1.63%

FAQ About MATRIX ASSET ADVISORS INC/NY and GS

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

How long has MATRIX ASSET ADVISORS INC/NY reported owning GS?

MATRIX ASSET ADVISORS INC/NY reported GS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GS position in MATRIX ASSET ADVISORS INC/NY's portfolio?

The largest reported portfolio weight for GS was 2.21% in 2025 Q4.

What is the latest reported GS position on this page?

The most recent filing on this page is 2025 Q4, when MATRIX ASSET ADVISORS INC/NY reported 27,996 shares, equal to 2.21% of portfolio, with an estimated market value of $24.6M.

What does the chart on this GS ownership page compare?

The chart compares MATRIX ASSET ADVISORS INC/NY'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.

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