Capstone Investment Advisors
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Capstone Investment Advisors’s Goldman Sachs GS Stock Holding History

Capstone Investment 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 		$7.11M Sell
8,400
-5,300
-39% -$4.73M 0.01% 354
2025
Q4 		$12M Buy
13,700
+100
+0.7% +$81.6K 0.02% 240
2025
Q3 		$10.8M Buy
13,600
+4,900
+56% +$3.63M 0.02% 309
2025
Q2 		$6.16M Sell
8,700
-9,700
-53% -$5.62M 0.02% 353
2025
Q1 		$10.1M Sell
18,400
-18,200
-50% -$11M 0.03% 300
2024
Q4 		$21M Buy
36,600
+8,200
+29% +$4.57M 0.05% 207
2024
Q3 		$14.1M Sell
28,400
-4,700
-14% -$2.3M 0.04% 240
2024
Q2 		$15M Buy
33,100
+2,300
+7% +$1.01M 0.05% 237
2024
Q1 		$12.9M Sell
30,800
-110,200
-78% -$42.8M 0.05% 234
2023
Q4 		$54.4M Buy
141,000
+124,600
+760% +$41.6M 0.16% 94
2023
Q3 		$5.31M Buy
16,400
+1,300
+9% +$434K 0.02% 411
2023
Q2 		$4.87M Buy
15,100
+2,500
+20% +$822K 0.02% 386
2023
Q1 		$4.12M Buy
12,600
+6,200
+97% +$2.16M 0.02% 408
2022
Q4 		$2.2M Buy
6,400
+1,800
+39% +$627K 0.02% 676
2022
Q3 		$1.35M Sell
4,600
-1,700
-27% -$551K 0.01% 911
2022
Q2 		$1.87M Sell
6,300
-32,300
-84% -$10.1M 0.01% 795
2022
Q1 		$12.7M Sell
38,600
-59,200
-61% -$20.9M 0.04% 382
2021
Q4 		$37.4M Buy
97,800
+600
+0.6% +$238K 0.06% 276
2021
Q3 		$36.7M Buy
97,200
+22,900
+31% +$8.94M 0.07% 259
2021
Q2 		$28.2M Buy
74,300
+4,700
+7% +$1.68M 0.06% 275
2021
Q1 		$22.8M Sell
69,600
-700
-1% -$218K 0.07% 270
2020
Q4 		$18.5M Buy
70,300
+40,300
+134% +$8.97M 0.06% 253
2020
Q3 		$6.03M Sell
30,000
-400
-1% -$81.4K 0.03% 465
2020
Q2 		$6.01M Buy
30,400
+26,400
+660% +$4.96M 0.04% 375
2020
Q1 		$618K Sell
4,000
-76,100
-95% -$16.2M 0.01% 845
2019
Q4 		$18.4M Buy
80,100
+22,400
+39% +$4.86M 0.1% 221
2019
Q3 		$12M Buy
57,700
+28,100
+95% +$5.88M 0.08% 247
2019
Q2 		$6.06M Buy
29,600
+4,900
+20% +$970K 0.04% 411
2019
Q1 		$4.74M Buy
24,700
+3,900
+19% +$752K 0.04% 367
2018
Q4 		$3.48M Buy
20,800
+1,500
+8% +$303K 0.04% 329
2018
Q3 		$4.33M Buy
19,300
+7,200
+60% +$1.67M 0.05% 278
2018
Q2 		$2.67M Sell
12,100
-12,900
-52% -$3.08M 0.04% 240
2018
Q1 		$6.3M Buy
+25,000
New +$6.51M 0.12% 131
2017
Q4 		– Sell
-21,500
Closed -$5.1M – 552
2017
Q3 		$5.1M Buy
+21,500
New +$4.85M 0.18% 105
2017
Q2 		– Sell
-2,300
Closed -$526K – 744
2017
Q1 		$526K Sell
2,300
-2,900
-56% -$700K 0.01% 585
2016
Q4 		$1.24M Buy
+5,200
New +$1.06M 0.04% 360
2015
Q1 		– Sell
-106,000
Closed -$20.5M – 298
2014
Q4 		$20.5M Sell
106,000
-54,200
-34% -$10.2M 0.29% 63
2014
Q3 		$29.4M Sell
160,200
-334,200
-68% -$58.7M 0.33% 69
2014
Q2 		$82.8M Buy
494,400
+369,100
+295% +$59.6M 1.09% 15
2014
Q1 		$20.5M Buy
125,300
+86,100
+220% +$14.5M 0.26% 67
2013
Q4 		$6.95M Sell
39,200
-152,900
-80% -$25.2M 0.08% 148
2013
Q3 		$30.4M Buy
192,100
+153,800
+402% +$24.8M 0.31% 49
2013
Q2 		$5.79M Buy
+38,300
New +$5.84M 0.06% 130

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 $336B AUM 34.66% 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

Capstone Investment Advisors's GS Position: Q1 2026 in Review

Capstone Investment Advisors increased its Goldman Sachs (GS) stake by 138% in Q1 2026, buying an estimated $3.33M and bringing the position to 6,443 shares worth $5.45M. The position accounts for 0.01% of the portfolio, ranked #400.

Capstone Investment Advisors first reported a position in GS in Q2 2013 and has held it in 42 quarters since. The position peaked at $50M in Q4 2021. 2,987 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Capstone Investment Advisors held 6,443 shares of Goldman Sachs worth $5.45M as of Q1 2026.
  • Capstone Investment Advisors bought 3,737 Goldman Sachs shares in Q1 2026, an estimated $3.33M.
  • Goldman Sachs made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #400 holding.
  • Capstone Investment Advisors first reported a position in Goldman Sachs in Q2 2013 and has held it in 42 quarters since.
  • Capstone Investment Advisors's Goldman Sachs position peaked at $50M in Q4 2021.
  • 2,987 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.