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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
Q2 		$567K Buy
561
+18
+3% +$17.5K 0.06% 249
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 $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

Claro Advisors's GS Position: Q2 2026 in Review

Claro Advisors increased its Goldman Sachs (GS) stake by 3.3% in Q2 2026, buying an estimated $17.5K and bringing the position to 561 shares worth $567K. The position accounts for 0.06% of the portfolio, ranked #249.

Claro Advisors first reported a position in GS in Q4 2018 and has held it in 11 quarters since. 3,172 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Claro Advisors held 561 shares of Goldman Sachs worth $567K as of Q2 2026.
  • Claro Advisors bought 18 Goldman Sachs shares in Q2 2026, an estimated $17.5K.
  • Goldman Sachs made up 0.06% of Claro Advisors's portfolio in Q2 2026, its #249 holding.
  • Claro Advisors first reported a position in Goldman Sachs in Q4 2018 and has held it in 11 quarters since.
  • 3,172 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.