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 Q2	$4.05M	Sell	4,003 -269	-6%	-$262K	0.61%	22
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's GS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Goldman Sachs (GS) stake by 6.3% in Q2 2026, selling an estimated $262K and leaving 4,003 shares worth $4.05M. The position accounts for 0.61% of the portfolio, ranked #22.

Annis Gardner Whiting Capital Advisors first reported a position in GS in Q3 2023 and has held it in 12 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 4,003 shares of Goldman Sachs worth $4.05M as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 269 Goldman Sachs shares in Q2 2026, an estimated $262K.
Goldman Sachs made up 0.61% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #22 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Goldman Sachs in Q3 2023 and has held it in 12 quarters since.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.