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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
Q3 		$344K Hold
383
– – 0.04% 176
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Capital Advisors Wealth Management's GS Position: Q3 2026 in Review

Capital Advisors Wealth Management held its Goldman Sachs (GS) position steady in Q3 2026 at 383 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #176.

Capital Advisors Wealth Management first reported a position in GS in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.15M in Q4 2025. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Capital Advisors Wealth Management held 383 shares of Goldman Sachs worth $344K as of Q3 2026.
  • Capital Advisors Wealth Management left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #176 holding.
  • Capital Advisors Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 17 quarters since.
  • Capital Advisors Wealth Management's Goldman Sachs position peaked at $1.15M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.