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Apella Capital’s Goldman Sachs GS Stock Holding History

Apella Capital’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 		$1.1M Buy
1,052
+57
+6% +$55.6K 0.02% 358
2026
Q1 		$921K Buy
995
+544
+121% +$485K 0.01% 378
2025
Q4 		$397K Buy
451
+15
+3% +$12.2K 0.01% 399
2025
Q3 		$330K Buy
436
+31
+8% +$23K 0.01% 378
2025
Q2 		$288K Buy
+405
New +$235K 0.01% 357

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Apella Capital's GS Position: Q2 2026 in Review

Apella Capital increased its Goldman Sachs (GS) stake by 5.7% in Q2 2026, buying an estimated $55.6K and bringing the position to 1,052 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #358.

Apella Capital first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 632 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Apella Capital held 1,052 shares of Goldman Sachs worth $1.1M as of Q2 2026.
  • Apella Capital bought 57 Goldman Sachs shares in Q2 2026, an estimated $55.6K.
  • Goldman Sachs made up 0.02% of Apella Capital's portfolio in Q2 2026, its #358 holding.
  • Apella Capital first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 632 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.