Annis Gardner Whiting Capital Advisors’s Goldman Sachs GS Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.61M	Buy	4,272 +91	+2%	+$81.2K	0.58%	24
2025 Q4	$3.68M	Buy	4,181 +161	+4%	+$131K	0.7%	19
2025 Q3	$3.2M	Sell	4,020 -398	-9%	-$295K	0.66%	20
2025 Q2	$3.13M	Buy	4,418 +136	+3%	+$78.8K	1.08%	13
2025 Q1	$2.34M	Buy	4,282 +3	+0.1%	+$1.8K	0.99%	14
2024 Q4	$2.45M	Buy	4,279 +1	+0%	+$558	0.69%	20
2024 Q3	$2.12M	Sell	4,278 -119	-3%	-$58.2K	0.6%	24
2024 Q2	$1.99M	Buy	4,397 +3,731	+560%	+$1.64M	0.57%	23
2024 Q1	$278K	Buy	666 +23	+4%	+$8.93K	0.1%	157
2023 Q4	$248K	Hold	643	–	–	0.11%	136
2023 Q3	$208K	Buy	+643	New	+$215K	0.11%	133

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's GS Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Goldman Sachs (GS) stake by 2.2% in Q1 2026, buying an estimated $81.2K and bringing the position to 4,272 shares worth $3.61M. The position accounts for 0.58% of the portfolio, ranked #24.

Annis Gardner Whiting Capital Advisors first reported a position in GS in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.68M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 4,272 shares of Goldman Sachs worth $3.61M as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 91 Goldman Sachs shares in Q1 2026, an estimated $81.2K.
Goldman Sachs made up 0.58% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #24 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Goldman Sachs in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's Goldman Sachs position peaked at $3.68M in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.