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Checchi Capital Advisers’s Goldman Sachs GS Stock Holding History

Checchi Capital Advisers’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 		$8.51M Buy
10,058
+168
+2% +$150K 0.43% 54
2025
Q4 		$8.69M Sell
9,890
-176
-2% -$144K 0.44% 51
2025
Q3 		$8.02M Sell
10,066
-308
-3% -$228K 0.42% 52
2025
Q2 		$7.34M Sell
10,374
-591
-5% -$342K 0.41% 56
2025
Q1 		$5.99M Buy
10,965
+62
+0.6% +$37.3K 0.32% 61
2024
Q4 		$6.24M Sell
10,903
-281
-3% -$157K 0.36% 60
2024
Q3 		$5.54M Buy
11,184
+15
+0.1% +$7.34K 0.31% 62
2024
Q2 		$5.05M Buy
11,169
+41
+0.4% +$18K 0.25% 63
2024
Q1 		$4.65M Buy
11,128
+15
+0.1% +$5.82K 0.36% 67
2023
Q4 		$4.29M Buy
11,113
+66
+0.6% +$22K 0.35% 68
2023
Q3 		$3.57M Buy
11,047
+23
+0.2% +$7.68K 0.33% 71
2023
Q2 		$3.56M Sell
11,024
-60
-0.5% -$19.7K 0.32% 71
2023
Q1 		$3.63M Sell
11,084
-143
-1% -$49.8K 0.35% 67
2022
Q4 		$3.86M Sell
11,227
-107
-0.9% -$37.3K 0.4% 62
2022
Q3 		$3.32M Buy
11,334
+18
+0.2% +$5.83K 0.31% 74
2022
Q2 		$3.77M Sell
11,316
-1,043
-8% -$325K 0.33% 64
2022
Q1 		$4.08M Buy
12,359
+1,862
+18% +$658K 0.35% 57
2021
Q4 		$4.02M Sell
10,497
-23
-0.2% -$9.11K 0.35% 59
2021
Q3 		$3.98M Buy
10,520
+57
+0.5% +$22.3K 0.39% 50
2021
Q2 		$3.97M Buy
10,463
+30
+0.3% +$10.7K 0.39% 49
2021
Q1 		$3.41M Buy
10,433
+599
+6% +$186K 0.34% 55
2020
Q4 		$2.59M Buy
9,834
+6,856
+230% +$1.53M 0.27% 64
2020
Q3 		$598K Buy
2,978
+23
+0.8% +$4.68K 0.07% 180
2020
Q2 		$584K Sell
2,955
-230
-7% -$43.2K 0.07% 182
2020
Q1 		$492K Sell
3,185
-384
-11% -$81.5K 0.05% 171
2019
Q4 		$821K Buy
3,569
+559
+19% +$121K 0.11% 129
2019
Q3 		$624K Buy
3,010
+60
+2% +$12.5K 0.08% 161
2019
Q2 		$604K Sell
2,950
-38
-1% -$7.52K 0.08% 166
2019
Q1 		$574K Sell
2,988
-174
-6% -$33.6K 0.07% 167
2018
Q4 		$528K Sell
3,162
-783
-20% -$158K 0.07% 160
2018
Q3 		$885K Buy
3,945
+590
+18% +$137K 0.1% 132
2018
Q2 		$740K Buy
3,355
+79
+2% +$18.8K 0.09% 140
2018
Q1 		$825K Buy
3,276
+45
+1% +$11.7K 0.11% 125
2017
Q4 		$823K Buy
3,231
+78
+2% +$19.1K 0.11% 126
2017
Q3 		$748K Buy
3,153
+47
+2% +$10.6K 0.08% 117
2017
Q2 		$689K Sell
3,106
-307
-9% -$68.2K 0.07% 130
2017
Q1 		$784K Sell
3,413
-459
-12% -$111K 0.09% 119
2016
Q4 		$927K Buy
3,872
+248
+7% +$50.4K 0.13% 94
2016
Q3 		$584K Buy
3,624
+301
+9% +$48.9K 0.07% 148
2016
Q2 		$494K Sell
3,323
-169
-5% -$26.4K 0.06% 153
2016
Q1 		$548K Buy
3,492
+257
+8% +$39.7K 0.12% 139
2015
Q4 		$583K Sell
3,235
-170
-5% -$31.6K 0.15% 128
2015
Q3 		$592K Buy
3,405
+232
+7% +$45.5K 0.16% 121
2015
Q2 		$662K Buy
3,173
+117
+4% +$23.8K 0.17% 109
2015
Q1 		$574K Buy
3,056
+128
+4% +$23.8K 0.17% 121
2014
Q4 		$567K Buy
2,928
+524
+22% +$98.5K 0.21% 107
2014
Q3 		$441K Buy
2,404
+451
+23% +$79.2K 0.18% 113
2014
Q2 		$327K Buy
1,953
+285
+17% +$46K 0.15% 130
2014
Q1 		$273K Buy
1,668
+508
+44% +$85.4K 0.17% 121
2013
Q4 		$206K Buy
+1,160
New +$191K 0.16% 137

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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 $1.56T 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
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

Checchi Capital Advisers's GS Position: Q1 2026 in Review

Checchi Capital Advisers increased its Goldman Sachs (GS) stake by 1.7% in Q1 2026, buying an estimated $150K and bringing the position to 10,058 shares worth $8.51M. The position accounts for 0.43% of the portfolio, ranked #54.

Checchi Capital Advisers first reported a position in GS in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.69M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Checchi Capital Advisers held 10,058 shares of Goldman Sachs worth $8.51M as of Q1 2026.
  • Checchi Capital Advisers bought 168 Goldman Sachs shares in Q1 2026, an estimated $150K.
  • Goldman Sachs made up 0.43% of Checchi Capital Advisers's portfolio in Q1 2026, its #54 holding.
  • Checchi Capital Advisers first reported a position in Goldman Sachs in Q4 2013 and has held it in 50 quarters since.
  • Checchi Capital Advisers's Goldman Sachs position peaked at $8.69M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.