Centerpoint Advisors’s Goldman Sachs GS Stock Holding History

Centerpoint Advisors’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	$730K	Hold	863	–	–	0.24%	42
2025 Q4	$759K	Hold	863	–	–	0.23%	41
2025 Q3	$687K	Buy	863 +13	+2%	+$9.63K	0.21%	45
2025 Q2	$602K	Sell	850 -80	-9%	-$46.4K	0.2%	48
2025 Q1	$508K	Hold	930	–	–	0.19%	50
2024 Q4	$533K	Buy	930 +840	+933%	+$469K	0.19%	51
2024 Q3	$45K	Hold	90	–	–	0.02%	181
2024 Q2	$41K	Hold	90	–	–	0.01%	193
2024 Q1	$38K	Hold	90	–	–	0.01%	187
2023 Q4	$35K	Hold	90	–	–	0.01%	178
2023 Q3	$29K	Hold	90	–	–	0.01%	191
2023 Q2	$29K	Hold	90	–	–	0.01%	205
2023 Q1	$29K	Hold	90	–	–	0.01%	215
2022 Q4	$31K	Hold	90	–	–	0.01%	171
2022 Q3	$26K	Buy	+90	New	+$29.2K	0.01%	166
2018 Q2	–	Sell	-5	Closed	-$1K	–	375
2018 Q1	$1K	Sell	5 -65	-93%	-$16.9K	﹤0.01%	228
2017 Q4	$18K	Buy	+70	New	+$17.2K	0.02%	120

Other funds holding GS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.47T 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 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