Berkeley Capital Partners’s Goldman Sachs GS Stock Holding History

Berkeley Capital Partners’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	$217K	Buy	257 +6	+2%	+$5.35K	0.05%	167
2025 Q4	$221K	Buy	+251	New	+$205K	0.05%	180
2020 Q2	–	Sell	-4,071	Closed	-$629K	–	109
2020 Q1	$629K	Sell	4,071 -727	-15%	-$154K	0.43%	51
2019 Q4	$1.1M	Sell	4,798 -50	-1%	-$10.8K	0.56%	38
2019 Q3	$1M	Buy	4,848 +9	+0.2%	+$1.88K	0.53%	38
2019 Q2	$990K	Sell	4,839 -16	-0.3%	-$3.17K	0.46%	42
2019 Q1	$932K	Sell	4,855 -684	-12%	-$132K	0.46%	46
2018 Q4	$925K	Buy	+5,539	New	+$1.12M	0.51%	41

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

Berkeley Capital Partners's GS Position: Q1 2026 in Review

Berkeley Capital Partners increased its Goldman Sachs (GS) stake by 2.4% in Q1 2026, buying an estimated $5.35K and bringing the position to 257 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #167.

Berkeley Capital Partners first reported a position in GS in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2019. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Berkeley Capital Partners held 257 shares of Goldman Sachs worth $217K as of Q1 2026.
Berkeley Capital Partners bought 6 Goldman Sachs shares in Q1 2026, an estimated $5.35K.
Goldman Sachs made up 0.05% of Berkeley Capital Partners's portfolio in Q1 2026, its #167 holding.
Berkeley Capital Partners first reported a position in Goldman Sachs in Q4 2018 and has held it in 8 quarters since.
Berkeley Capital Partners's Goldman Sachs position peaked at $1.1M in Q4 2019.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.