CCG
GS icon

Coastwise Capital Group’s Goldman Sachs GS Stock Holding History

Coastwise Capital Group’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
2025
Q4 		– Sell
-400
Closed -$318K – 234
2025
Q3 		$318K Buy
400
+1
+0.3% +$741 0.22% 92
2025
Q2 		$282K Sell
399
-20
-5% -$11.6K 0.22% 100
2025
Q1 		$229K Sell
419
-104
-20% -$62.6K 0.19% 111
2024
Q4 		$299K Sell
523
-819
-61% -$457K 0.24% 94
2024
Q3 		$665K Buy
1,342
+68
+5% +$33.3K 0.55% 51
2024
Q2 		$576K Buy
1,274
+4
+0.3% +$1.75K 0.55% 50
2024
Q1 		$530K Sell
1,270
-12
-0.9% -$4.66K 0.49% 59
2023
Q4 		$495K Buy
1,282
+8
+0.6% +$2.67K 0.5% 58
2023
Q3 		$412K Buy
1,274
+505
+66% +$169K 0.47% 65
2023
Q2 		$248K Buy
769
+109
+17% +$35.8K 0.28% 92
2023
Q1 		$216K Buy
+660
New +$230K 0.25% 102

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Coastwise Capital Group's GS Position: Q4 2025 in Review

Coastwise Capital Group sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 400 shares — an estimated $318K sold.

Coastwise Capital Group first reported a position in GS in Q1 2023 and held it in 11 quarters. The position peaked at $665K in Q3 2024. 3,022 funds tracked by Wall St. Rank hold GS as of Q4 2025.

  • Coastwise Capital Group reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
  • Coastwise Capital Group sold 400 Goldman Sachs shares in Q4 2025, an estimated $318K.
  • Coastwise Capital Group first reported a position in Goldman Sachs in Q1 2023 and held it in 11 quarters.
  • Coastwise Capital Group's Goldman Sachs position peaked at $665K in Q3 2024.
  • 3,022 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Coastwise Capital Group's 13F filing for Q4 2025, filed 12 Feb 2026.