YHB Investment Advisors, Inc.
Position in GS — Goldman Sachs Group Inc
CIK 1469219
West Hartford, CT
Position in GS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,786,047
-$3,052,010 QoQ
Shares Held
5,721
-45.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#875
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, 2026YHB Investment Advisors, Inc. holds $10,409,593 across 2 Capital Markets names. GS ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
5,721 | $5,786,047 | |
| 2 | MS |
Morgan Stanley
|
22,118 | $4,623,546 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,786,047 | 5,721 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,838,057 | 10,447 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,180,276 | 10,444 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $8,317,079 | 10,444 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $7,391,741 | 10,444 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,705,452 | 10,444 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,980,443 | 10,444 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,042,200 | 10,184 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,000,397 | 11,055 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,112,943 | 12,241 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $5,006,908 | 12,979 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,304,930 | 16,395 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,434,799 | 16,850 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,392,408 | 16,485 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,709,379 | 16,627 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,981,850 | 17,000 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,049,340 | 17,000 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $5,611,700 | 17,000 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $6,692,712 | 17,495 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $6,613,634 | 17,495 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,639,877 | 17,495 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $6,812,064 | 20,832 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $5,807,685 | 22,023 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $4,669,738 | 23,236 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,672,612 | 13,524 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,495,082 | 16,140 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||