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CBIZ Investment Advisory Services’s Goldman Sachs GS Stock Holding History

CBIZ Investment Advisory Services’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 		$3.38K Hold
4
– – ﹤0.01% 273
2026
Q1 		$3.38K Sell
4
-103
-96% -$91.9K ﹤0.01% 273
2025
Q4 		$94.1K Hold
107
– – ﹤0.01% 91
2025
Q3 		$85.2K Buy
107
+8
+8% +$5.93K ﹤0.01% 87
2025
Q2 		$70.1K Buy
99
+69
+230% +$40K ﹤0.01% 102
2025
Q1 		$16.4K Buy
+30
New +$18.1K ﹤0.01% 259

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CBIZ Investment Advisory Services's GS Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Goldman Sachs (GS) position steady in Q2 2026 at 4 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

CBIZ Investment Advisory Services first reported a position in GS in Q1 2025 and has held it in 6 quarters since. The position peaked at $94.1K in Q4 2025. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • CBIZ Investment Advisory Services held 4 shares of Goldman Sachs worth $3.38K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #273 holding.
  • CBIZ Investment Advisory Services first reported a position in Goldman Sachs in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Goldman Sachs position peaked at $94.1K in Q4 2025.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.