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Capital A Wealth Management’s Goldman Sachs GS Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$23.2K Sell
60
-67
-53% -$38.8K 0.26% 129
2025
Q1 		$69.4K Hold
127
– – 0.07% 126
2024
Q4 		$72.8K Buy
+127
New +$70.8K 0.12% 127

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital A Wealth Management's GS Position: Q2 2025 in Review

Capital A Wealth Management reduced its Goldman Sachs (GS) stake by 53% in Q2 2025, selling an estimated $38.8K and leaving 60 shares worth $23.2K. The position accounts for 0.26% of the portfolio, ranked #129.

Capital A Wealth Management first reported a position in GS in Q4 2024 and has held it in 3 quarters since. The position peaked at $72.8K in Q4 2024. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Capital A Wealth Management held 60 shares of Goldman Sachs worth $23.2K as of Q2 2025.
  • Capital A Wealth Management sold 67 Goldman Sachs shares in Q2 2025, an estimated $38.8K.
  • Goldman Sachs made up 0.26% of Capital A Wealth Management's portfolio in Q2 2025, its #129 holding.
  • Capital A Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Goldman Sachs position peaked at $72.8K in Q4 2024.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.