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Capital Analysts LLC’s Goldman Sachs GS Stock Holding History

Capital Analysts LLC’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
Q1 		$30M Sell
35,482
-1,566
-4% -$1.4M 0.79% 23
2025
Q4 		$32.6M Sell
37,048
-405
-1% -$330K 0.9% 20
2025
Q3 		$29.8M Sell
37,453
-349
-0.9% -$259K 0.87% 20
2025
Q2 		$26.8M Buy
37,802
+793
+2% +$460K 0.89% 19
2025
Q1 		$20.2M Buy
37,009
+457
+1% +$275K 0.75% 24
2024
Q4 		$20.9M Sell
36,552
-213
-0.6% -$119K 0.84% 21
2024
Q3 		$18.2M Sell
36,765
-452
-1% -$221K 0.74% 24
2024
Q2 		$16.8M Buy
37,217
+283
+0.8% +$124K 0.74% 24
2024
Q1 		$15.4M Buy
36,934
+262
+0.7% +$102K 0.72% 25
2023
Q4 		$14.1M Buy
36,672
+1,439
+4% +$480K 0.71% 25
2023
Q3 		$11.4M Buy
35,233
+2,108
+6% +$704K 0.63% 28
2023
Q2 		$10.7M Buy
33,125
+1,228
+4% +$404K 0.59% 28
2023
Q1 		$10.4M Buy
31,897
+1,207
+4% +$420K 0.6% 29
2022
Q4 		$10.5M Buy
30,690
+704
+2% +$245K 0.64% 26
2022
Q3 		$8.79M Buy
29,986
+1,658
+6% +$537K 0.61% 28
2022
Q2 		$8.41M Buy
28,328
+1,142
+4% +$356K 0.58% 29
2022
Q1 		$8.97M Buy
27,186
+568
+2% +$201K 0.57% 30
2021
Q4 		$10.2M Sell
26,618
-108
-0.4% -$42.8K 0.62% 26
2021
Q3 		$10.1M Sell
26,726
-37
-0.1% -$14.4K 0.66% 25
2021
Q2 		$10.2M Buy
26,763
+271
+1% +$97K 0.68% 23
2021
Q1 		$8.66M Buy
26,492
+14,277
+117% +$4.44M 0.6% 25
2020
Q4 		$3.22M Buy
12,215
+239
+2% +$53.2K 0.28% 75
2020
Q3 		$2.41M Sell
11,976
-155
-1% -$31.5K 0.23% 89
2020
Q2 		$2.4M Sell
12,131
-88
-0.7% -$16.5K 0.25% 87
2020
Q1 		$1.89M Buy
12,219
+28
+0.2% +$5.94K 0.23% 84
2019
Q4 		$2.8M Buy
12,191
+162
+1% +$35.2K 0.28% 82
2019
Q3 		$2.49M Buy
12,029
+292
+2% +$61.1K 0.26% 84
2019
Q2 		$2.4M Buy
11,737
+292
+3% +$57.8K 0.26% 83
2019
Q1 		$2.2M Buy
11,445
+517
+5% +$99.7K 0.25% 82
2018
Q4 		$1.83M Sell
10,928
-752
-6% -$152K 0.24% 84
2018
Q3 		$2.62M Sell
11,680
-44
-0.4% -$10.2K 0.3% 77
2018
Q2 		$2.59M Buy
11,724
+272
+2% +$64.9K 0.31% 79
2018
Q1 		$2.88M Buy
11,452
+354
+3% +$92.2K 0.36% 70
2017
Q4 		$2.83M Buy
11,098
+10,597
+2,115% +$2.6M 0.35% 73
2017
Q3 		$119K Sell
501
-315
-39% -$71K 0.02% 225
2017
Q2 		$181K Buy
816
+34
+4% +$7.55K 0.03% 202
2017
Q1 		$180K Sell
782
-47
-6% -$11.3K 0.03% 183
2016
Q4 		$199K Sell
829
-41
-5% -$8.32K 0.03% 182
2016
Q3 		$140K Sell
870
-48
-5% -$7.8K 0.03% 189
2016
Q2 		$136K Hold
918
– – 0.03% 187
2016
Q1 		$144K Sell
918
-255
-22% -$39.4K 0.03% 190
2015
Q4 		$211K Sell
1,173
-65
-5% -$12.1K 0.04% 172
2015
Q3 		$215K Sell
1,238
-95
-7% -$18.6K 0.04% 181
2015
Q2 		$278K Hold
1,333
– – 0.06% 159
2015
Q1 		$251K Hold
1,333
– – 0.05% 155
2014
Q4 		$258K Hold
1,333
– – 0.06% 147
2014
Q3 		$245K Buy
1,333
+244
+22% +$42.9K 0.06% 150
2014
Q2 		$182K Hold
1,089
– – 0.04% 159
2014
Q1 		$178K Hold
1,089
– – 0.05% 157
2013
Q4 		$193K Hold
1,089
– – 0.05% 134
2013
Q3 		$172K Buy
1,089
+220
+25% +$35.4K 0.05% 127
2013
Q2 		$131K Buy
+869
New +$133K 0.04% 145

Other funds holding GS

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Analysts LLC's GS Position: Q1 2026 in Review

Capital Analysts LLC reduced its Goldman Sachs (GS) stake by 4.2% in Q1 2026, selling an estimated $1.4M and leaving 35,482 shares worth $30M. The position accounts for 0.79% of the portfolio, ranked #23.

Capital Analysts LLC first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.6M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Capital Analysts LLC held 35,482 shares of Goldman Sachs worth $30M as of Q1 2026.
  • Capital Analysts LLC sold 1,566 Goldman Sachs shares in Q1 2026, an estimated $1.4M.
  • Goldman Sachs made up 0.79% of Capital Analysts LLC's portfolio in Q1 2026, its #23 holding.
  • Capital Analysts LLC first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
  • Capital Analysts LLC's Goldman Sachs position peaked at $32.6M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.