Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$925,403
+$197,006 QoQ
Shares Held
915
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,800
of 3,125 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HEADINVEST, LLC holds $1,294,567 across 2 Capital Markets names. GS ranks #1 (71.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
915 | $925,403 | |
| 2 | MS |
Morgan Stanley
|
1,766 | $369,164 |
All Filings in GS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $925,403 | 915 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $728,397 | 861 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $767,367 | 873 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $723,085 | 908 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $697,841 | 986 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $545,743 | 999 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $522,802 | 913 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $471,344 | 952 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $388,995 | 860 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $432,309 | 1,035 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $399,271 | 1,035 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $335,218 | 1,036 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $334,151 | 1,036 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $339,867 | 1,039 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $435,062 | 1,267 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $427,853 | 1,460 | Shares | Sole | 2022-12-28 | |
| 2022-06-30 | $426,223 | 1,435 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $471,382 | 1,428 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $520,650 | 1,361 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $397,309 | 1,051 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $433,802 | 1,143 | Shares | Sole | 2021-08-30 | |
| 2021-03-31 | $364,605 | 1,115 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $242,085 | 918 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||