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Aspen Investment Management’s Goldman Sachs GS Stock Holding History

Aspen Investment Management’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 		$7.22M Sell
7,142
-33
-0.5% -$32.2K 1.94% 11
2026
Q1 		$6.07M Buy
7,175
+4
+0.1% +$3.57K 1.86% 10
2025
Q4 		$6.3M Buy
7,171
+1,134
+19% +$925K 1.9% 12
2025
Q3 		$4.81M Buy
6,037
+114
+2% +$84.5K 1.86% 9
2025
Q2 		$4.19M Sell
5,923
-12
-0.2% -$6.95K 1.76% 11
2025
Q1 		$3.24M Sell
5,935
-152
-2% -$91.5K 1.49% 15
2024
Q4 		$3.48M Buy
6,087
+59
+1% +$32.9K 1.62% 14
2024
Q3 		$2.98M Buy
6,028
+2
+0% +$978 1.39% 16
2024
Q2 		$2.73M Buy
6,026
+10
+0.2% +$4.39K 1.36% 17
2024
Q1 		$2.51M Sell
6,016
-105
-2% -$40.7K 1.28% 18
2023
Q4 		$2.36M Buy
6,121
+18
+0.3% +$6.01K 1.32% 17
2023
Q3 		$1.97M Buy
6,103
+247
+4% +$82.5K 1.2% 20
2023
Q2 		$1.89M Buy
5,856
+16
+0.3% +$5.26K 1.12% 21
2023
Q1 		$1.91M Buy
5,840
+2
+0% +$696 1.22% 22
2022
Q4 		$2M Sell
5,838
-140
-2% -$48.7K 1.31% 22
2022
Q3 		$1.75M Sell
5,978
-7
-0.1% -$2.27K 1.17% 24
2022
Q2 		$1.78M Sell
5,985
-1,441
-19% -$449K 1.11% 25
2022
Q1 		$2.45M Sell
7,426
-27
-0.4% -$9.54K 1.29% 21
2021
Q4 		$2.85M Buy
7,453
+107
+1% +$42.4K 1.4% 22
2021
Q3 		$2.78M Buy
7,346
+126
+2% +$49.2K 1.47% 17
2021
Q2 		$2.74M Buy
7,220
+12
+0.2% +$4.29K 1.43% 17
2021
Q1 		$2.36M Buy
7,208
+1,205
+20% +$375K 1.31% 21
2020
Q4 		$1.58M Buy
6,003
+262
+5% +$58.3K 0.94% 32
2020
Q3 		$1.15M Sell
5,741
-114
-2% -$23.2K 0.77% 42
2020
Q2 		$1.16M Buy
5,855
+3,031
+107% +$569K 0.83% 37
2020
Q1 		$437K Sell
2,824
-175
-6% -$37.1K 0.38% 73
2019
Q4 		$690K Hold
2,999
– – 0.43% 71
2019
Q3 		$621K Hold
2,999
– – 0.41% 74
2019
Q2 		$614K Hold
2,999
– – 0.4% 75
2019
Q1 		$576K Hold
2,999
– – 0.4% 75
2018
Q4 		$501K Sell
2,999
-75
-2% -$15.1K 0.4% 78
2018
Q3 		$689K Buy
3,074
+70
+2% +$16.3K 0.46% 70
2018
Q2 		$663K Hold
3,004
– – 0.46% 67
2018
Q1 		$757K Hold
3,004
– – 0.54% 60
2017
Q4 		$765K Hold
3,004
– – 0.54% 56
2017
Q3 		$713K Hold
3,004
– – 0.53% 56
2017
Q2 		$667K Hold
3,004
– – 0.5% 55
2017
Q1 		$690K Hold
3,004
– – 0.51% 48
2016
Q4 		$719K Buy
3,004
+50
+2% +$10.2K 0.54% 45
2016
Q3 		$476K Sell
2,954
-50
-2% -$8.13K 0.38% 67
2016
Q2 		$446K Hold
3,004
– – 0.37% 68
2016
Q1 		$472K Sell
3,004
-20
-0.7% -$3.09K 0.43% 60
2015
Q4 		$545K Hold
3,024
– – 0.54% 56
2015
Q3 		$525K Buy
3,024
+375
+14% +$73.5K 0.51% 57
2015
Q2 		$553K Hold
2,649
– – 0.46% 57
2015
Q1 		$498K Buy
2,649
+40
+2% +$7.44K 0.4% 67
2014
Q4 		$506K Hold
2,609
– – 0.43% 68
2014
Q3 		$479K Sell
2,609
-2,545
-49% -$447K 0.4% 67
2014
Q2 		$863K Buy
5,154
+180
+4% +$29K 0.53% 61
2014
Q1 		$815K Hold
4,974
– – 0.52% 63
2013
Q4 		$882K Sell
4,974
-545
-10% -$89.9K 0.59% 60
2013
Q3 		$873K Hold
5,519
– – 0.62% 51
2013
Q2 		$835K Buy
+5,519
New +$842K 0.57% 53

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Aspen Investment Management's GS Position: Q2 2026 in Review

Aspen Investment Management reduced its Goldman Sachs (GS) stake by 0.46% in Q2 2026, selling an estimated $32.2K and leaving 7,142 shares worth $7.22M. The position accounts for 1.94% of the portfolio, ranked #11.

Aspen Investment Management first reported a position in GS in Q2 2013 and has held it in 53 quarters since. 802 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Aspen Investment Management held 7,142 shares of Goldman Sachs worth $7.22M as of Q2 2026.
  • Aspen Investment Management sold 33 Goldman Sachs shares in Q2 2026, an estimated $32.2K.
  • Goldman Sachs made up 1.94% of Aspen Investment Management's portfolio in Q2 2026, its #11 holding.
  • Aspen Investment Management first reported a position in Goldman Sachs in Q2 2013 and has held it in 53 quarters since.
  • 802 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.