Goldman Sachs shares owned by UMA Financial Services
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Goldman Sachs
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All positions including Goldman Sachs held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Goldman Sachs by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $175k | 220 | 796.17 |
| 2025-06-30 | $111k | 156 | 709.71 |
| 2025-03-31 | $84k | 153 | 546.21 |
| 2024-12-31 | $98k | 171 | 573.99 |