CPCM
GS icon

Cardinal Point Capital Management’s Goldman Sachs GS Stock Holding History

Cardinal Point Capital Management’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 		$1.43M Hold
1,414
– – 0.08% 106
2026
Q1 		$1.2M Buy
1,414
+217
+18% +$194K 0.07% 110
2025
Q4 		$1.05M Hold
1,197
– – 0.07% 114
2025
Q3 		$953K Sell
1,197
-67
-5% -$49.6K 0.07% 115
2025
Q2 		$895K Buy
+1,264
New +$732K 0.07% 109

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cardinal Point Capital Management's GS Position: Q2 2026 in Review

Cardinal Point Capital Management held its Goldman Sachs (GS) position steady in Q2 2026 at 1,414 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #106.

Cardinal Point Capital Management first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Cardinal Point Capital Management held 1,414 shares of Goldman Sachs worth $1.43M as of Q2 2026.
  • Cardinal Point Capital Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.08% of Cardinal Point Capital Management's portfolio in Q2 2026, its #106 holding.
  • Cardinal Point Capital Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.