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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
Q2 		$1.04M Sell
1,030
-100
-9% -$97.5K 0.49% 62
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cladis Investment Advisory's GS Position: Q2 2026 in Review

Cladis Investment Advisory reduced its Goldman Sachs (GS) stake by 8.8% in Q2 2026, selling an estimated $97.5K and leaving 1,030 shares worth $1.04M. The position accounts for 0.49% of the portfolio, ranked #62.

Cladis Investment Advisory first reported a position in GS in Q1 2024 and has held it in 10 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Cladis Investment Advisory held 1,030 shares of Goldman Sachs worth $1.04M as of Q2 2026.
  • Cladis Investment Advisory sold 100 Goldman Sachs shares in Q2 2026, an estimated $97.5K.
  • Goldman Sachs made up 0.49% of Cladis Investment Advisory's portfolio in Q2 2026, its #62 holding.
  • Cladis Investment Advisory first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.