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 Q2	$331K	Buy	327 +70	+27%	+$68.2K	0.07%	153
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 $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

Berkeley Capital Partners's GS Position: Q2 2026 in Review

Berkeley Capital Partners increased its Goldman Sachs (GS) stake by 27% in Q2 2026, buying an estimated $68.2K and bringing the position to 327 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #153.

Berkeley Capital Partners first reported a position in GS in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.1M in Q4 2019. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Berkeley Capital Partners held 327 shares of Goldman Sachs worth $331K as of Q2 2026.
Berkeley Capital Partners bought 70 Goldman Sachs shares in Q2 2026, an estimated $68.2K.
Goldman Sachs made up 0.07% of Berkeley Capital Partners's portfolio in Q2 2026, its #153 holding.
Berkeley Capital Partners first reported a position in Goldman Sachs in Q4 2018 and has held it in 9 quarters since.
Berkeley Capital Partners's Goldman Sachs position peaked at $1.1M in Q4 2019.
3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.