Carr Financial Group
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
Q3 		$409K Sell
454
-11
-2% -$11.3K 0.09% 127
2026
Q2 		$470K Buy
465
+1
+0.2% +$975 0.11% 115
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Carr Financial Group's GS Position: Q3 2026 in Review

Carr Financial Group reduced its Goldman Sachs (GS) stake by 2.4% in Q3 2026, selling an estimated $11.3K and leaving 454 shares worth $409K. The position accounts for 0.09% of the portfolio, ranked #127.

Carr Financial Group first reported a position in GS in Q2 2025 and has held it in 6 quarters since. The position peaked at $470K in Q2 2026. 2,279 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Carr Financial Group held 454 shares of Goldman Sachs worth $409K as of Q3 2026.
  • Carr Financial Group sold 11 Goldman Sachs shares in Q3 2026, an estimated $11.3K.
  • Goldman Sachs made up 0.09% of Carr Financial Group's portfolio in Q3 2026, its #127 holding.
  • Carr Financial Group first reported a position in Goldman Sachs in Q2 2025 and has held it in 6 quarters since.
  • Carr Financial Group's Goldman Sachs position peaked at $470K in Q2 2026.
  • 2,279 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Carr Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.