Asio Capital’s Goldman Sachs GS Stock Holding History

Asio 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 Q1	$4.92M	Buy	5,814 +668	+13%	+$596K	0.69%	47
2025 Q4	$4.52M	Buy	5,146 +128	+3%	+$104K	0.64%	56
2025 Q3	$4M	Buy	5,018 +497	+11%	+$368K	0.6%	59
2025 Q2	$3.2M	Buy	+4,521	New	+$2.62M	0.53%	64
2023 Q1	–	Sell	-6,385	Closed	-$2.19M	–	117
2022 Q4	$2.19M	Sell	6,385 -4,562	-42%	-$1.59M	0.63%	63
2022 Q3	$3.21M	Buy	10,947 +437	+4%	+$142K	1.02%	37
2022 Q2	$3.12M	Buy	10,510 +351	+3%	+$109K	0.98%	32
2022 Q1	$3.35M	Buy	10,159 +1,417	+16%	+$500K	0.94%	36
2021 Q4	$3.34M	Buy	8,742 +225	+3%	+$89.1K	1.04%	39
2021 Q3	$3.22M	Buy	8,517 +195	+2%	+$76.2K	1.11%	34
2021 Q2	$3.16M	Buy	8,322 +335	+4%	+$120K	1.12%	33
2021 Q1	$2.61M	Sell	7,987 -2,203	-22%	-$686K	1.08%	41
2020 Q4	$2.69M	Sell	10,190 -131	-1%	-$29.2K	1.29%	34
2020 Q3	$2.07M	Buy	10,321 +1,036	+11%	+$211K	1.14%	43
2020 Q2	$1.83M	Buy	9,285 +614	+7%	+$115K	1.16%	43
2020 Q1	$1.34M	Buy	8,671 +2,038	+31%	+$433K	1.14%	45
2019 Q4	$1.52K	Buy	+6,633	New	+$1.44M	0.79%	44

Other funds holding GS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fisher Asset Management

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

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

Fidelity Investments

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