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Certified Advisory Corp’s Goldman Sachs GS Stock Holding History

Certified Advisory Corp’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 		$805K Buy
796
+27
+4% +$26.3K 0.06% 187
2026
Q1 		$651K Buy
769
+49
+7% +$43.7K 0.06% 193
2025
Q4 		$633K Sell
720
-8
-1% -$6.53K 0.06% 192
2025
Q3 		$580K Hold
728
– – 0.06% 195
2025
Q2 		$516K Hold
728
– – 0.05% 199
2025
Q1 		$398K Sell
728
-90
-11% -$54.2K 0.05% 213
2024
Q4 		$469K Hold
818
– – 0.05% 200
2024
Q3 		$405K Hold
818
– – 0.04% 218
2024
Q2 		$370K Sell
818
-34
-4% -$14.9K 0.05% 210
2024
Q1 		$356K Buy
852
+59
+7% +$22.9K 0.05% 207
2023
Q4 		$306K Hold
793
– – 0.05% 218
2023
Q3 		$257K Buy
793
+52
+7% +$17.4K 0.05% 203
2023
Q2 		$239K Buy
741
+6
+0.8% +$1.97K 0.04% 207
2023
Q1 		$240K Buy
735
+94
+15% +$32.7K 0.04% 218
2022
Q4 		$220K Buy
+641
New +$223K 0.04% 217
2022
Q2 		– Sell
-641
Closed -$212K – 241
2022
Q1 		$212K Hold
641
– – 0.05% 206
2021
Q4 		$245K Sell
641
-10
-2% -$3.96K 0.05% 197
2021
Q3 		$246K Hold
651
– – 0.06% 190
2021
Q2 		$247K Buy
651
+10
+2% +$3.58K 0.06% 192
2021
Q1 		$210K Buy
+641
New +$200K 0.05% 190
2020
Q2 		$145K Sell
736
-263
-26% -$49.4K 0.05% 201
2020
Q1 		$154K Buy
999
+1
+0.1% +$212 0.06% 181
2019
Q4 		$230K Hold
998
– – 0.07% 177
2019
Q3 		$207K Hold
998
– – 0.07% 177
2019
Q2 		$204K Buy
998
+1
+0.1% +$198 0.08% 172
2019
Q1 		$191K Hold
997
– – 0.08% 165
2018
Q4 		$167K Sell
997
-21
-2% -$4.24K 0.09% 159
2018
Q3 		$228K Hold
1,018
– – 0.11% 144
2018
Q2 		$225K Buy
1,018
+1
+0.1% +$238 0.13% 131
2018
Q1 		$256K Buy
1,017
+996
+4,743% +$259K 0.15% 124
2017
Q4 		$5K Buy
+21
New +$5.15K ﹤0.01% 562

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Certified Advisory Corp's GS Position: Q2 2026 in Review

Certified Advisory Corp increased its Goldman Sachs (GS) stake by 3.5% in Q2 2026, buying an estimated $26.3K and bringing the position to 796 shares worth $805K. The position accounts for 0.06% of the portfolio, ranked #187.

Certified Advisory Corp first reported a position in GS in Q4 2017 and has held it in 31 quarters since. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Certified Advisory Corp held 796 shares of Goldman Sachs worth $805K as of Q2 2026.
  • Certified Advisory Corp bought 27 Goldman Sachs shares in Q2 2026, an estimated $26.3K.
  • Goldman Sachs made up 0.06% of Certified Advisory Corp's portfolio in Q2 2026, its #187 holding.
  • Certified Advisory Corp first reported a position in Goldman Sachs in Q4 2017 and has held it in 31 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.