CFO
GS icon

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
Q2 		$21.2M Buy
20,918
+82
+0.4% +$79.9K 0.41% 41
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Callan Family Office's GS Position: Q2 2026 in Review

Callan Family Office increased its Goldman Sachs (GS) stake by 0.39% in Q2 2026, buying an estimated $79.9K and bringing the position to 20,918 shares worth $21.2M. The position accounts for 0.41% of the portfolio, ranked #41.

Callan Family Office first reported a position in GS in Q1 2023 and has held it in 13 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Callan Family Office held 20,918 shares of Goldman Sachs worth $21.2M as of Q2 2026.
  • Callan Family Office bought 82 Goldman Sachs shares in Q2 2026, an estimated $79.9K.
  • Goldman Sachs made up 0.41% of Callan Family Office's portfolio in Q2 2026, its #41 holding.
  • Callan Family Office first reported a position in Goldman Sachs in Q1 2023 and has held it in 13 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.