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Cape Investment Advisory’s Goldman Sachs GS Stock Holding History

Cape Investment Advisory’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 		$343K Buy
339
+18
+6% +$17.5K 0.09% 166
2026
Q1 		$271K Buy
321
+28
+10% +$25K 0.09% 189
2025
Q4 		$257K Buy
293
+287
+4,783% +$234K 0.08% 185
2025
Q3 		$4.78K Sell
6
-291
-98% -$216K ﹤0.01% 529
2025
Q2 		$210K Buy
297
+6
+2% +$3.48K 0.08% 181
2025
Q1 		$159K Hold
291
– – 0.06% 195
2024
Q4 		$166K Sell
291
-33
-10% -$18.4K 0.07% 187
2024
Q3 		$160K Buy
324
+1
+0.3% +$489 0.07% 191
2024
Q2 		$146K Buy
323
+5
+2% +$2.19K 0.07% 185
2024
Q1 		$133K Buy
318
+11
+4% +$4.27K 0.06% 184
2023
Q4 		$118K Buy
307
+1
+0.3% +$334 0.06% 202
2023
Q3 		$99K Sell
306
-116
-27% -$38.8K 0.06% 209
2023
Q2 		$136K Buy
422
+2
+0.5% +$658 0.08% 176
2023
Q1 		$137K Buy
+420
New +$146K 0.08% 165

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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

Cape Investment Advisory's GS Position: Q2 2026 in Review

Cape Investment Advisory increased its Goldman Sachs (GS) stake by 5.6% in Q2 2026, buying an estimated $17.5K and bringing the position to 339 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #166.

Cape Investment Advisory first reported a position in GS in Q1 2023 and has held it in 14 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Cape Investment Advisory held 339 shares of Goldman Sachs worth $343K as of Q2 2026.
  • Cape Investment Advisory bought 18 Goldman Sachs shares in Q2 2026, an estimated $17.5K.
  • Goldman Sachs made up 0.09% of Cape Investment Advisory's portfolio in Q2 2026, its #166 holding.
  • Cape Investment Advisory first reported a position in Goldman Sachs in Q1 2023 and has held it in 14 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.