Callan Family Office’s Goldman Sachs GS Stock Holding History

Callan Family Office’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	$17.6M	Sell	20,836 -498	-2%	-$444K	0.4%	40
2025 Q4	$18.8M	Buy	21,334 +4,382	+26%	+$3.58M	0.4%	45
2025 Q3	$13.5M	Sell	16,952 -2,773	-14%	-$2.05M	0.43%	44
2025 Q2	$14M	Buy	19,725 +14,310	+264%	+$8.29M	0.44%	44
2025 Q1	$2.96M	Sell	5,415 -3,481	-39%	-$2.09M	0.22%	101
2024 Q4	$5.09M	Buy	8,896 +7,389	+490%	+$4.12M	0.32%	59
2024 Q3	$746K	Buy	1,507 +383	+34%	+$187K	0.13%	84
2024 Q2	$508K	Buy	+1,124	New	+$493K	0.1%	82
2024 Q1	–	Sell	-937	Closed	-$361K	–	97
2023 Q4	$361K	Buy	937 +115	+14%	+$38.4K	0.09%	71
2023 Q3	$266K	Hold	822	–	–	0.07%	76
2023 Q2	$265K	Sell	822 -2,783	-77%	-$915K	0.07%	91
2023 Q1	$1.18M	Buy	+3,605	New	+$1.25M	0.29%	52

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

Callan Family Office's GS Position: Q1 2026 in Review

Callan Family Office reduced its Goldman Sachs (GS) stake by 2.3% in Q1 2026, selling an estimated $444K and leaving 20,836 shares worth $17.6M. The position accounts for 0.4% of the portfolio, ranked #40.

Callan Family Office first reported a position in GS in Q1 2023 and has held it in 12 quarters since. The position peaked at $18.8M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Callan Family Office held 20,836 shares of Goldman Sachs worth $17.6M as of Q1 2026.
Callan Family Office sold 498 Goldman Sachs shares in Q1 2026, an estimated $444K.
Goldman Sachs made up 0.4% of Callan Family Office's portfolio in Q1 2026, its #40 holding.
Callan Family Office first reported a position in Goldman Sachs in Q1 2023 and has held it in 12 quarters since.
Callan Family Office's Goldman Sachs position peaked at $18.8M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.