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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
Q2 		$1.08M Sell
1,063
-353
-25% -$344K 0.07% 109
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Performance Advisors's GS Position: Q2 2026 in Review

Capital Performance Advisors reduced its Goldman Sachs (GS) stake by 25% in Q2 2026, selling an estimated $344K and leaving 1,063 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #109.

Capital Performance Advisors first reported a position in GS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2025. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Capital Performance Advisors held 1,063 shares of Goldman Sachs worth $1.08M as of Q2 2026.
  • Capital Performance Advisors sold 353 Goldman Sachs shares in Q2 2026, an estimated $344K.
  • Goldman Sachs made up 0.07% of Capital Performance Advisors's portfolio in Q2 2026, its #109 holding.
  • Capital Performance Advisors first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's Goldman Sachs position peaked at $1.22M in Q4 2025.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.