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Capital Performance Advisors’s Goldman Sachs GS Stock Holding History

Capital Performance Advisors’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 		$1.2M Buy
1,416
+26
+2% +$23.2K 0.08% 111
2025
Q4 		$1.22M Buy
1,390
+406
+41% +$331K 0.09% 100
2025
Q3 		$783K Buy
984
+84
+9% +$62.2K 0.13% 85
2025
Q2 		$637K Buy
900
+67
+8% +$38.8K 0.12% 89
2025
Q1 		$455K Buy
+833
New +$501K 0.1% 113
2024
Q4 		– Sell
-77
Closed -$38.1K – 1187
2024
Q3 		$38.1K Buy
+77
New +$37.7K 0.01% 426

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 Performance Advisors's GS Position: Q1 2026 in Review

Capital Performance Advisors increased its Goldman Sachs (GS) stake by 1.9% in Q1 2026, buying an estimated $23.2K and bringing the position to 1,416 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #111.

Capital Performance Advisors first reported a position in GS in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Capital Performance Advisors held 1,416 shares of Goldman Sachs worth $1.2M as of Q1 2026.
  • Capital Performance Advisors bought 26 Goldman Sachs shares in Q1 2026, an estimated $23.2K.
  • Goldman Sachs made up 0.08% of Capital Performance Advisors's portfolio in Q1 2026, its #111 holding.
  • Capital Performance Advisors first reported a position in Goldman Sachs in Q3 2024 and has held it in 6 quarters since.
  • Capital Performance Advisors's Goldman Sachs position peaked at $1.22M in Q4 2025.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.