CFG
GS icon

Carr Financial Group’s Goldman Sachs GS Stock Holding History

Carr Financial Group’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 		$393K Buy
464
+1
+0.2% +$892 0.1% 112
2025
Q4 		$407K Sell
463
-3
-0.6% -$2.45K 0.11% 118
2025
Q3 		$371K Buy
466
+26
+6% +$19.3K 0.1% 127
2025
Q2 		$312K Buy
+440
New +$255K 0.09% 140

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

Carr Financial Group's GS Position: Q1 2026 in Review

Carr Financial Group increased its Goldman Sachs (GS) stake by 0.22% in Q1 2026, buying an estimated $892 and bringing the position to 464 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #112.

Carr Financial Group first reported a position in GS in Q2 2025 and has held it in 4 quarters since. The position peaked at $407K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Carr Financial Group held 464 shares of Goldman Sachs worth $393K as of Q1 2026.
  • Carr Financial Group bought 1 Goldman Sachs share in Q1 2026, an estimated $892.
  • Goldman Sachs made up 0.1% of Carr Financial Group's portfolio in Q1 2026, its #112 holding.
  • Carr Financial Group first reported a position in Goldman Sachs in Q2 2025 and has held it in 4 quarters since.
  • Carr Financial Group's Goldman Sachs position peaked at $407K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.