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 Q3	$1.1M	Buy	1,218 +355	+41%	+$363K	0.3%	39
2026 Q2	$873K	Hold	863	–	–	0.25%	39
2026 Q1	$730K	Hold	863	–	–	0.24%	42
2025 Q4	$759K	Hold	863	–	–	0.23%	41
2025 Q3	$687K	Buy	863 +13	+2%	+$9.6K	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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Centerpoint Advisors's GS Position: Q3 2026 in Review

Centerpoint Advisors increased its Goldman Sachs (GS) stake by 41% in Q3 2026, buying an estimated $363K and bringing the position to 1,218 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #39.

Centerpoint Advisors first reported a position in GS in Q4 2017 and has held it in 19 quarters since. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Centerpoint Advisors held 1,218 shares of Goldman Sachs worth $1.1M as of Q3 2026.
Centerpoint Advisors bought 355 Goldman Sachs shares in Q3 2026, an estimated $363K.
Goldman Sachs made up 0.3% of Centerpoint Advisors's portfolio in Q3 2026, its #39 holding.
Centerpoint Advisors first reported a position in Goldman Sachs in Q4 2017 and has held it in 19 quarters since.
2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.