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CapWealth Advisors’s Goldman Sachs GS Stock Holding History

CapWealth 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 		$228K Buy
269
+1
+0.4% +$892 0.02% 107
2025
Q4 		$236K Hold
268
– – 0.02% 111
2025
Q3 		$213K Buy
+268
New +$199K 0.01% 113
2016
Q2 		– Sell
-175
Closed -$27K – 294
2016
Q1 		$27K Buy
+175
New +$27.1K 0.01% 175
2014
Q3 		– Sell
-104
Closed -$17K – 371
2014
Q2 		$17K Buy
+104
New +$16.8K ﹤0.01% 201

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

CapWealth Advisors's GS Position: Q1 2026 in Review

CapWealth Advisors increased its Goldman Sachs (GS) stake by 0.37% in Q1 2026, buying an estimated $892 and bringing the position to 269 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #107.

CapWealth Advisors first reported a position in GS in Q2 2014 and has held it in 5 quarters since. The position peaked at $236K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • CapWealth Advisors held 269 shares of Goldman Sachs worth $228K as of Q1 2026.
  • CapWealth Advisors bought 1 Goldman Sachs share in Q1 2026, an estimated $892.
  • Goldman Sachs made up 0.02% of CapWealth Advisors's portfolio in Q1 2026, its #107 holding.
  • CapWealth Advisors first reported a position in Goldman Sachs in Q2 2014 and has held it in 5 quarters since.
  • CapWealth Advisors's Goldman Sachs position peaked at $236K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on CapWealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.