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Castleview Partners’s Goldman Sachs GS Stock Holding History

Castleview Partners’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 		$583K Buy
576
+2
+0.3% +$1.95K 0.26% 95
2026
Q1 		$486K Buy
574
+19
+3% +$16.9K 0.25% 94
2025
Q4 		$488K Hold
555
– – 0.24% 92
2025
Q3 		$442K Sell
555
-24
-4% -$17.8K 0.24% 86
2025
Q2 		$410K Buy
579
+106
+22% +$61.4K 0.26% 93
2025
Q1 		$258K Sell
473
-22
-4% -$13.2K 0.17% 143
2024
Q4 		$285K Buy
495
+1
+0.2% +$558 0.15% 151
2024
Q3 		$245K Sell
494
-1
-0.2% -$489 0.14% 154
2024
Q2 		$224K Hold
495
– – 0.13% 163
2024
Q1 		$207K Sell
495
-1,492
-75% -$579K 0.12% 175
2023
Q4 		$767K Buy
1,987
+16
+0.8% +$5.34K 0.54% 35
2023
Q3 		$638K Buy
1,971
+97
+5% +$32.4K 0.59% 32
2023
Q2 		$604K Buy
1,874
+79
+4% +$26K 0.54% 34
2023
Q1 		$587K Buy
1,795
+96
+6% +$33.4K 0.52% 43
2022
Q4 		$583K Sell
1,699
-1,518
-47% -$529K 0.57% 42
2022
Q3 		$943K Buy
3,217
+3,172
+7,049% +$1.03M 0.9% 20
2022
Q2 		$1.25K Sell
45
-3,712
-99% -$1.16M ﹤0.01% 668
2022
Q1 		$1.24M Sell
3,757
-1,420,859
-100% -$502M 0.77% 20
2021
Q4 		$3.72K Buy
+1,424,616
New +$564M 0.03% 197
2021
Q2 		$1.29M Buy
+3,407
New +$1.22M 0.57% 35
2018
Q1 		$1.26M Buy
+4,998
New +$1.3M 1.04% 24

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Castleview Partners's GS Position: Q2 2026 in Review

Castleview Partners increased its Goldman Sachs (GS) stake by 0.35% in Q2 2026, buying an estimated $1.95K and bringing the position to 576 shares worth $583K. The position accounts for 0.26% of the portfolio, ranked #95.

Castleview Partners first reported a position in GS in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.29M in Q2 2021. 607 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Castleview Partners held 576 shares of Goldman Sachs worth $583K as of Q2 2026.
  • Castleview Partners bought 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
  • Goldman Sachs made up 0.26% of Castleview Partners's portfolio in Q2 2026, its #95 holding.
  • Castleview Partners first reported a position in Goldman Sachs in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's Goldman Sachs position peaked at $1.29M in Q2 2021.
  • 607 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.