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 		$41.9M Buy
49,500
+10,200
+26% +$9.1M 0.07% 103
2025
Q4 		$34.5M Sell
39,300
-33,600
-46% -$27.4M 0.07% 126
2025
Q3 		$58.1M Buy
72,900
+36,400
+100% +$27M 0.11% 89
2025
Q2 		$25.8M Sell
36,500
-11,900
-25% -$6.9M 0.06% 119
2025
Q1 		$26.4M Sell
48,400
-81,900
-63% -$49.3M 0.07% 135
2024
Q4 		$74.6M Buy
130,300
+28,600
+28% +$16M 0.18% 67
2024
Q3 		$50.4M Sell
101,700
-21,500
-17% -$10.5M 0.15% 82
2024
Q2 		$55.7M Buy
123,200
+22,400
+22% +$9.83M 0.17% 78
2024
Q1 		$42.1M Sell
100,800
-236,300
-70% -$91.7M 0.15% 99
2023
Q4 		$130M Buy
337,100
+211,600
+169% +$70.6M 0.39% 31
2023
Q3 		$40.6M Buy
125,500
+14,800
+13% +$4.94M 0.18% 73
2023
Q2 		$35.7M Buy
110,700
+8,400
+8% +$2.76M 0.18% 74
2023
Q1 		$33.5M Buy
102,300
+60,000
+142% +$20.9M 0.17% 66
2022
Q4 		$14.5M Buy
42,300
+3,800
+10% +$1.32M 0.11% 164
2022
Q3 		$11.3M Buy
38,500
+200
+0.5% +$64.8K 0.07% 210
2022
Q2 		$11.4M Sell
38,300
-94,500
-71% -$29.4M 0.06% 234
2022
Q1 		$43.8M Sell
132,800
-341,000
-72% -$120M 0.12% 129
2021
Q4 		$181M Buy
473,800
+14,600
+3% +$5.78M 0.3% 61
2021
Q3 		$174M Buy
459,200
+37,800
+9% +$14.8M 0.34% 50
2021
Q2 		$160M Buy
421,400
+31,200
+8% +$11.2M 0.36% 50
2021
Q1 		$128M Buy
390,200
+196,600
+102% +$61.2M 0.38% 47
2020
Q4 		$51.1M Buy
193,600
+93,100
+93% +$20.7M 0.17% 102
2020
Q3 		$20.2M Buy
100,500
+27,800
+38% +$5.66M 0.1% 168
2020
Q2 		$14.4M Buy
72,700
+34,900
+92% +$6.55M 0.09% 180
2020
Q1 		$5.84M Sell
37,800
-168,800
-82% -$35.8M 0.09% 241
2019
Q4 		$47.5M Buy
206,600
+65,600
+47% +$14.2M 0.26% 83
2019
Q3 		$29.2M Buy
141,000
+44,800
+47% +$9.37M 0.2% 107
2019
Q2 		$19.7M Buy
96,200
+36,800
+62% +$7.28M 0.14% 160
2019
Q1 		$11.4M Buy
59,400
+16,300
+38% +$3.14M 0.1% 190
2018
Q4 		$7.2M Buy
43,100
+7,500
+21% +$1.51M 0.09% 182
2018
Q3 		$7.98M Buy
35,600
+15,500
+77% +$3.61M 0.09% 176
2018
Q2 		$4.43M Sell
20,100
-10,900
-35% -$2.6M 0.07% 168
2018
Q1 		$7.81M Buy
+31,000
New +$8.07M 0.15% 117
2017
Q4 		– Sell
-18,000
Closed -$4.27M – 553
2017
Q3 		$4.27M Buy
+18,000
New +$4.06M 0.15% 115
2017
Q2 		– Sell
-102,200
Closed -$23.5M – 745
2017
Q1 		$23.5M Buy
102,200
+99,300
+3,424% +$24M 0.59% 40
2016
Q4 		$691K Buy
+2,900
New +$589K 0.02% 511
2016
Q1 		– Sell
-9,900
Closed -$1.78M – 692
2015
Q4 		$1.78M Hold
9,900
– – 0.05% 174
2015
Q3 		$1.72M Hold
9,900
– – 0.04% 193
2015
Q2 		$2.07M Hold
9,900
– – 0.03% 219
2015
Q1 		$1.86M Sell
9,900
-113,000
-92% -$21M 0.03% 208
2014
Q4 		$23.8M Hold
122,900
– – 0.34% 55
2014
Q3 		$22.6M Sell
122,900
-4,100
-3% -$720K 0.25% 84
2014
Q2 		$21.3M Sell
127,000
-7,500
-6% -$1.21M 0.28% 76
2014
Q1 		$22M Buy
134,500
+80,400
+149% +$13.5M 0.28% 62
2013
Q4 		$9.59M Sell
54,100
-162,800
-75% -$26.9M 0.1% 106
2013
Q3 		$34.3M Sell
216,900
-4,300
-2% -$692K 0.35% 45
2013
Q2 		$33.5M Buy
+221,200
New +$33.7M 0.35% 38

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.