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Carnegie Lake Advisors’s Goldman Sachs GS Stock Holding History

Carnegie Lake 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
2025
Q2 		– Sell
-427
Closed -$233K – 168
2025
Q1 		$233K Buy
427
+47
+12% +$28.3K 0.09% 141
2024
Q4 		$218K Buy
+380
New +$212K 0.09% 144

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carnegie Lake Advisors's GS Position: Q2 2025 in Review

Carnegie Lake Advisors sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 427 shares — an estimated $233K sold.

Carnegie Lake Advisors first reported a position in GS in Q4 2024 and held it in 2 quarters. The position peaked at $233K in Q1 2025. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Carnegie Lake Advisors reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • Carnegie Lake Advisors sold 427 Goldman Sachs shares in Q2 2025, an estimated $233K.
  • Carnegie Lake Advisors first reported a position in Goldman Sachs in Q4 2024 and held it in 2 quarters.
  • Carnegie Lake Advisors's Goldman Sachs position peaked at $233K in Q1 2025.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Carnegie Lake Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.