CAPTRUST Financial Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $216M | Buy |
213,232
+14,593
| +7% | +$14.2M | 0.33% | 59 |
|
|
2026
Q1 | $168M | Buy |
198,639
+121,131
| +156% | +$108M | 0.29% | 67 |
|
|
2025
Q4 | $68.1M | Buy |
77,508
+5,348
| +7% | +$4.36M | 0.13% | 144 |
|
|
2025
Q3 | $57.5M | Buy |
72,160
+3,290
| +5% | +$2.44M | 0.12% | 151 |
|
|
2025
Q2 | $48.7M | Buy |
68,870
+12,347
| +22% | +$7.15M | 0.11% | 167 |
|
|
2025
Q1 | $30.9M | Buy |
56,523
+8,265
| +17% | +$4.97M | 0.08% | 213 |
|
|
2024
Q4 | $27.6M | Buy |
48,258
+4,191
| +10% | +$2.34M | 0.08% | 185 |
|
|
2024
Q3 | $21.8M | Buy |
44,067
+1,522
| +4% | +$744K | 0.06% | 221 |
|
|
2024
Q2 | $19.2M | Buy |
42,545
+3,612
| +9% | +$1.58M | 0.06% | 228 |
|
|
2024
Q1 | $16.3M | Sell |
38,933
-12,635
| -25% | -$4.9M | 0.06% | 255 |
|
|
2023
Q4 | $19.9M | Buy |
51,568
+2,802
| +6% | +$935K | 0.07% | 238 |
|
|
2023
Q3 | $15.8M | Buy |
48,766
+50
| +0.1% | +$16.7K | 0.06% | 252 |
|
|
2023
Q2 | $15.7M | Buy |
48,716
+1,305
| +3% | +$429K | 0.06% | 236 |
|
|
2023
Q1 | $15.5M | Buy |
47,411
+78
| +0.2% | +$27.2K | 0.07% | 216 |
|
|
2022
Q4 | $16.3M | Buy |
47,333
+5,758
| +14% | +$2M | 0.08% | 207 |
|
|
2022
Q3 | $12.2M | Buy |
41,575
+2,907
| +8% | +$942K | 0.07% | 224 |
|
|
2022
Q2 | $11.5M | Buy |
38,668
+3,402
| +10% | +$1.06M | 0.07% | 226 |
|
|
2022
Q1 | $11.6M | Buy |
35,266
+7,316
| +26% | +$2.58M | 0.08% | 220 |
|
|
2021
Q4 | $10.7M | Buy |
27,950
+441
| +2% | +$175K | 0.07% | 219 |
|
|
2021
Q3 | $10.4M | Buy |
27,509
+1,014
| +4% | +$396K | 0.09% | 203 |
|
|
2021
Q2 | $10.1M | Buy |
26,495
+728
| +3% | +$260K | 0.09% | 191 |
|
|
2021
Q1 | $8.43M | Buy |
25,767
+7,648
| +42% | +$2.38M | 0.09% | 204 |
|
|
2020
Q4 | $4.78M | Buy |
18,119
+538
| +3% | +$120K | 0.06% | 254 |
|
|
2020
Q3 | $3.49M | Buy |
17,581
+2,270
| +15% | +$462K | 0.06% | 257 |
|
|
2020
Q2 | $3.02M | Buy |
15,311
+4,868
| +47% | +$914K | 0.05% | 287 |
|
|
2020
Q1 | $1.52M | Buy |
10,443
+1,209
| +13% | +$257K | 0.03% | 345 |
|
|
2019
Q4 | $2.16M | Buy |
9,234
+4,546
| +97% | +$986K | 0.03% | 359 |
|
|
2019
Q3 | $971K | Buy |
4,688
+66
| +1% | +$13.8K | 0.03% | 308 |
|
|
2019
Q2 | $946K | Sell |
4,622
-73
| -2% | -$14.4K | 0.04% | 297 |
|
|
2019
Q1 | $901K | Buy |
4,695
+2,726
| +138% | +$526K | 0.04% | 282 |
|
|
2018
Q4 | $329K | Sell |
1,969
-454
| -19% | -$91.6K | 0.02% | 355 |
|
|
2018
Q3 | $543K | Buy |
2,423
+1,245
| +106% | +$290K | 0.02% | 303 |
|
|
2018
Q2 | $260K | Sell |
1,178
-452
| -28% | -$108K | 0.01% | 320 |
|
|
2018
Q1 | $403K | Buy |
1,630
+407
| +33% | +$106K | 0.02% | 245 |
|
|
2017
Q4 | $312K | Buy |
+1,223
| New | +$300K | 0.02% | 276 |
|
Other funds holding GS
CAPTRUST Financial Advisors's GS Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its Goldman Sachs (GS) stake by 7.3% in Q2 2026, buying an estimated $14.2M and bringing the position to 213,232 shares worth $216M. The position accounts for 0.33% of the portfolio, ranked #59.
CAPTRUST Financial Advisors first reported a position in GS in Q4 2017 and has held it in 35 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.
- CAPTRUST Financial Advisors held 213,232 shares of Goldman Sachs worth $216M as of Q2 2026.
- CAPTRUST Financial Advisors bought 14,593 Goldman Sachs shares in Q2 2026, an estimated $14.2M.
- Goldman Sachs made up 0.33% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #59 holding.
- CAPTRUST Financial Advisors first reported a position in Goldman Sachs in Q4 2017 and has held it in 35 quarters since.
- 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.