Capital Advantage’s Goldman Sachs GS Stock Holding History

Capital Advantage’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	$290K	Sell	287 -2	-0.7%	-$1.95K	0.04%	127
2026 Q1	$245K	Hold	289	–	–	0.03%	135
2025 Q4	$254K	Buy	+289	New	+$236K	0.03%	134

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Advantage's GS Position: Q2 2026 in Review

Capital Advantage reduced its Goldman Sachs (GS) stake by 0.69% in Q2 2026, selling an estimated $1.95K and leaving 287 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #127.

Capital Advantage first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 3,169 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Capital Advantage held 287 shares of Goldman Sachs worth $290K as of Q2 2026.
Capital Advantage sold 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
Goldman Sachs made up 0.04% of Capital Advantage's portfolio in Q2 2026, its #127 holding.
Capital Advantage first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
3,169 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.