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Claro Advisors’s Goldman Sachs GS Stock Holding History

Claro 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
Q1 		$459K Buy
543
+74
+16% +$66K 0.06% 260
2025
Q4 		$412K Buy
469
+5
+1% +$4.08K 0.06% 263
2025
Q3 		$369K Buy
464
+7
+2% +$5.19K 0.05% 273
2025
Q2 		$323K Sell
457
-268
-37% -$155K 0.05% 276
2025
Q1 		$396K Buy
725
+12
+2% +$7.22K 0.05% 318
2024
Q4 		$408K Sell
713
-136
-16% -$75.9K 0.06% 287
2024
Q3 		$420K Buy
849
+149
+21% +$72.9K 0.05% 299
2024
Q2 		$316K Buy
700
+152
+28% +$66.7K 0.05% 313
2024
Q1 		$229K Buy
+548
New +$213K 0.04% 374
2019
Q1 		– Sell
-313
Closed -$70K – 478
2018
Q4 		$70K Buy
+313
New +$63.1K 0.06% 287

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

Claro Advisors's GS Position: Q1 2026 in Review

Claro Advisors increased its Goldman Sachs (GS) stake by 16% in Q1 2026, buying an estimated $66K and bringing the position to 543 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #260.

Claro Advisors first reported a position in GS in Q4 2018 and has held it in 10 quarters since. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Claro Advisors held 543 shares of Goldman Sachs worth $459K as of Q1 2026.
  • Claro Advisors bought 74 Goldman Sachs shares in Q1 2026, an estimated $66K.
  • Goldman Sachs made up 0.06% of Claro Advisors's portfolio in Q1 2026, its #260 holding.
  • Claro Advisors first reported a position in Goldman Sachs in Q4 2018 and has held it in 10 quarters since.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.