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Carolinas Wealth Consulting’s Goldman Sachs GS Stock Holding History

Carolinas Wealth Consulting’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
-502
Closed -$274K – 381
2025
Q1 		$274K Buy
502
+49
+11% +$29.5K 0.06% 154
2024
Q4 		$259K Buy
453
+188
+71% +$105K 0.05% 164
2024
Q3 		$131K Hold
265
– – 0.02% 221
2024
Q2 		$120K Sell
265
-4
-1% -$1.75K 0.02% 229
2024
Q1 		$112K Hold
269
– – 0.02% 242
2023
Q4 		$104K Hold
269
– – 0.02% 228
2023
Q3 		$81.7K Sell
269
-66
-20% -$22.1K 0.02% 242
2023
Q2 		$108K Sell
335
-35
-9% -$11.5K 0.02% 249
2023
Q1 		$121K Sell
370
-21
-5% -$7.31K 0.03% 239
2022
Q4 		$134K Sell
391
-180
-32% -$62.7K 0.03% 216
2022
Q3 		$167K Sell
571
-2
-0.3% -$648 0.04% 170
2022
Q2 		$170K Hold
573
– – 0.04% 176
2022
Q1 		$189K Buy
573
+104
+22% +$36.7K 0.04% 175
2021
Q4 		$179K Hold
469
– – 0.04% 189
2021
Q3 		$177K Sell
469
-100
-18% -$39.1K 0.04% 174
2021
Q2 		$216K Sell
569
-91
-14% -$32.6K 0.05% 159
2021
Q1 		$216K Hold
660
– – 0.05% 156
2020
Q4 		$174K Buy
660
+343
+108% +$76.4K 0.05% 161
2020
Q3 		$64K Buy
317
+75
+31% +$15.3K 0.02% 250
2020
Q2 		$48K Buy
+242
New +$45.4K 0.02% 206

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

Carolinas Wealth Consulting's GS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 502 shares — an estimated $274K sold.

Carolinas Wealth Consulting first reported a position in GS in Q2 2020 and held it in 20 quarters. The position peaked at $274K in Q1 2025. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 502 Goldman Sachs shares in Q2 2025, an estimated $274K.
  • Carolinas Wealth Consulting first reported a position in Goldman Sachs in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Goldman Sachs position peaked at $274K in Q1 2025.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.