HARBOR INVESTMENT ADVISORY, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1468792
LUTHERVILLE, MD
Position in GS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$6,053,049
+$1,072,706 QoQ
Shares Held
5,985
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#861
of 3,125 holders
Holding Since
Mar 2020
26 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $9,619,554 across 13 Capital Markets names. GS ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
5,985 | $6,053,049 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
13,945 | $1,398,404 | |
| 3 | MS |
Morgan Stanley
|
5,351 | $1,118,573 | |
| 4 | EVR |
Evercore Inc.
|
1,760 | $600,934 | |
| 5 | HUT |
Hut 8 Corp.
|
1,000 | $115,445 | |
| 6 | SCHW |
Schwab Charles Corp
|
1,178 | $108,694 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
209 | $58,871 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
408 | $54,725 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,053,049 | 5,985 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,980,343 | 5,887 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,011,756 | 4,564 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,286,536 | 4,127 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,678,126 | 3,784 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $2,274,751 | 4,164 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,124,420 | 3,710 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,520,977 | 3,072 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,090,091 | 2,410 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $997,861 | 2,389 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $884,570 | 2,293 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $780,774 | 2,413 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,132,760 | 3,512 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,129,510 | 3,453 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,234,794 | 3,596 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $822,005 | 2,805 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $747,896 | 2,518 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $788,608 | 2,389 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $683,234 | 1,786 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $624,505 | 1,652 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $626,983 | 1,652 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $558,189 | 1,707 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $258,963 | 982 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $153,340 | 763 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $202,165 | 1,023 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $436,252 | 2,822 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||