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Caerus Investment Advisors’s Goldman Sachs GS Stock Holding History

Caerus Investment Advisors’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 		– Sell
-319
Closed -$280K – 318
2025
Q4 		$280K Buy
+319
New +$260K 0.09% 242
2023
Q2 		– Sell
-1,507
Closed -$493K – 39
2023
Q1 		$493K Hold
1,507
– – 0.57% 26
2022
Q4 		$517K Hold
1,507
– – 0.78% 19
2022
Q3 		$442K Buy
1,507
+500
+50% +$162K 0.56% 25
2022
Q2 		$299K Hold
1,007
– – 0.36% 50
2022
Q1 		$311K Buy
+1,007
New +$356K 0.38% 43

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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

Caerus Investment Advisors's GS Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 319 shares — an estimated $280K sold.

Caerus Investment Advisors first reported a position in GS in Q1 2022 and held it in 6 quarters. The position peaked at $517K in Q4 2022. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 319 Goldman Sachs shares in Q1 2026, an estimated $280K.
  • Caerus Investment Advisors first reported a position in Goldman Sachs in Q1 2022 and held it in 6 quarters.
  • Caerus Investment Advisors's Goldman Sachs position peaked at $517K in Q4 2022.
  • 2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.