Canopy Partners’s Goldman Sachs GS Stock Holding History

Canopy 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	$1.16M	Buy	1,144 +70	+7%	+$68.2K	0.35%	58
2026 Q1	$909K	Buy	1,074 +97	+10%	+$86.5K	0.31%	70
2025 Q4	$859K	Buy	977 +103	+12%	+$84K	0.28%	72
2025 Q3	$696K	Sell	874 -79	-8%	-$58.5K	0.23%	83
2025 Q2	$675K	Buy	953 +6	+0.6%	+$3.48K	0.25%	82
2025 Q1	$517K	Buy	947 +6	+0.6%	+$3.61K	0.2%	102
2024 Q4	$539K	Buy	941 +13	+1%	+$7.25K	0.21%	98
2024 Q3	$459K	Sell	928 -2	-0.2%	-$978	0.2%	101
2024 Q2	$421K	Buy	930 +74	+9%	+$32.5K	0.2%	103
2024 Q1	$358K	Buy	856 +83	+11%	+$32.2K	0.17%	113
2023 Q4	$298K	Buy	+773	New	+$258K	0.18%	109

Other funds holding GS

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Canopy Partners's GS Position: Q2 2026 in Review

Canopy Partners increased its Goldman Sachs (GS) stake by 6.5% in Q2 2026, buying an estimated $68.2K and bringing the position to 1,144 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #58.

Canopy Partners first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 981 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Canopy Partners held 1,144 shares of Goldman Sachs worth $1.16M as of Q2 2026.
Canopy Partners bought 70 Goldman Sachs shares in Q2 2026, an estimated $68.2K.
Goldman Sachs made up 0.35% of Canopy Partners's portfolio in Q2 2026, its #58 holding.
Canopy Partners first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
981 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.