HCR Wealth Advisors

Position in GS — Goldman Sachs Group Inc

CIK 1697715 LOS ANGELES, CA

Position in GS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,440,435

+$525,114 QoQ

Shares Held

2,413

+6.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,248

of 3,124 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HCR Wealth Advisors holds $10,886,006 across 5 Capital Markets names. GS ranks #2 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	30,840	$6,446,793
2	GS	Goldman Sachs Group Inc This page	2,413	$2,440,435
3	SCHW	Schwab Charles Corp	14,040	$1,295,470
4	HOOD	Robinhood Markets, Inc.	3,845	$385,576
5	SF	Stifel Financial Corp	4,554	$317,732

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,440,435	2,413	+6.6%	Shares	Sole	2026-07-13
2026-03-31	$1,915,321	2,264	-11.8%	Shares	Sole	2026-04-21
2025-12-31	$2,257,272	2,568	+31.0%	Shares	Sole	2026-01-27
2025-09-30	$1,561,642	1,961	-2.5%	Shares	Sole	2025-10-03
2025-06-30	$1,423,285	2,011	+9.5%	Shares	Sole	2025-07-17
2025-03-31	$1,003,534	1,837	+19.4%	Shares	Sole	2025-04-21
2024-12-31	$881,262	1,539	+6.0%	Shares	Sole	2025-01-14
2024-09-30	$718,899	1,452	-2.7%	Shares	Sole	2024-10-10
2024-06-30	$674,861	1,492	+7.6%	Shares	Sole	2024-08-07
2024-03-31	$579,336	1,387	0.0%	Shares	Sole	2024-05-10
2023-12-31	$535,062	1,387	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.