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

Capital Advisors 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
2026
Q2 		$387K Sell
383
-16
-4% -$15.6K 0.05% 164
2026
Q1 		$337K Sell
399
-905
-69% -$807K 0.05% 159
2025
Q4 		$1.15M Buy
1,304
+1,000
+329% +$816K 0.16% 78
2025
Q3 		$242K Buy
304
+3
+1% +$2.22K 0.03% 194
2025
Q2 		$213K Buy
+301
New +$174K 0.03% 182
2023
Q4 		– Sell
-2,864
Closed -$927K – 150
2023
Q3 		$927K Sell
2,864
-116
-4% -$38.8K 0.24% 56
2023
Q2 		$961K Buy
2,980
+456
+18% +$150K 0.25% 57
2023
Q1 		$826K Buy
2,524
+60
+2% +$20.9K 0.23% 62
2022
Q4 		$846K Buy
2,464
+464
+23% +$162K 0.26% 53
2022
Q3 		$586K Sell
2,000
-179
-8% -$58K 0.19% 60
2022
Q2 		$647K Buy
2,179
+133
+7% +$41.4K 0.21% 55
2022
Q1 		$675K Buy
2,046
+23
+1% +$8.12K 0.21% 58
2021
Q4 		$774K Buy
2,023
+125
+7% +$49.5K 0.24% 58
2021
Q3 		$718K Sell
1,898
-762
-29% -$298K 0.25% 54
2021
Q2 		$1.01M Buy
2,660
+169
+7% +$60.5K 0.37% 43
2021
Q1 		$814K Buy
+2,491
New +$776K 0.35% 46

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital Advisors Wealth Management's GS Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Goldman Sachs (GS) stake by 4% in Q2 2026, selling an estimated $15.6K and leaving 383 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #164.

Capital Advisors Wealth Management first reported a position in GS in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.15M in Q4 2025. 3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Capital Advisors Wealth Management held 383 shares of Goldman Sachs worth $387K as of Q2 2026.
  • Capital Advisors Wealth Management sold 16 Goldman Sachs shares in Q2 2026, an estimated $15.6K.
  • Goldman Sachs made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Capital Advisors Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 16 quarters since.
  • Capital Advisors Wealth Management's Goldman Sachs position peaked at $1.15M in Q4 2025.
  • 3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.