Goldman Sachs shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.3M | 13k | 707.77 |
| 2025-03-31 | $3.7M | 6.8k | 546.27 |
| 2024-12-31 | $3.3M | 5.7k | 572.63 |
| 2024-09-30 | $2.8M | 5.7k | 495.10 |
| 2024-06-30 | $1.5M | 3.3k | 452.28 |
| 2024-03-31 | $1.3M | 3.0k | 417.75 |
| 2023-12-31 | $1.4M | 3.6k | 385.80 |
| 2023-09-30 | $941k | 2.9k | 323.62 |
| 2023-06-30 | $1.1M | 18k | 60.77 |
| 2023-03-31 | $71 | 40k | 0.00 |
| 2022-12-31 | $2.3M | 6.7k | 343.38 |
| 2022-06-30 | $759k | 2.6k | 296.95 |
| 2022-03-31 | $717k | 2.2k | 329.96 |
| 2021-12-31 | $778k | 2.0k | 382.50 |
| 2021-09-30 | $574k | 261k | 2.20 |
| 2021-06-30 | $571k | 1.5k | 379.65 |
| 2021-03-31 | $430k | 1.3k | 327.00 |
| 2020-12-31 | $214k | 812 | 263.55 |
| 2019-09-30 | $201k | 969 | 207.43 |
| 2019-06-30 | $210k | 1.0k | 204.68 |