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Cladis Investment Advisory’s Goldman Sachs GS Stock Holding History

Cladis Investment Advisory’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 		$956K Hold
1,130
– – 0.53% 61
2025
Q4 		$993K Sell
1,130
-25
-2% -$20.4K 0.54% 60
2025
Q3 		$920K Hold
1,155
– – 0.53% 59
2025
Q2 		$817K Hold
1,155
– – 0.51% 62
2025
Q1 		$631K Hold
1,155
– – 0.46% 68
2024
Q4 		$661K Sell
1,155
-150
-11% -$83.7K 0.47% 65
2024
Q3 		$646K Hold
1,305
– – 0.45% 67
2024
Q2 		$590K Hold
1,305
– – 0.43% 71
2024
Q1 		$545K Buy
+1,305
New +$506K 0.4% 73

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

Cladis Investment Advisory's GS Position: Q1 2026 in Review

Cladis Investment Advisory held its Goldman Sachs (GS) position steady in Q1 2026 at 1,130 shares worth $956K. The position accounts for 0.53% of the portfolio, ranked #61.

Cladis Investment Advisory first reported a position in GS in Q1 2024 and has held it in 9 quarters since. The position peaked at $993K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Cladis Investment Advisory held 1,130 shares of Goldman Sachs worth $956K as of Q1 2026.
  • Cladis Investment Advisory left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.53% of Cladis Investment Advisory's portfolio in Q1 2026, its #61 holding.
  • Cladis Investment Advisory first reported a position in Goldman Sachs in Q1 2024 and has held it in 9 quarters since.
  • Cladis Investment Advisory's Goldman Sachs position peaked at $993K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.