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Collaborative Fund Advisors’s Goldman Sachs GS Stock Holding History

Collaborative Fund 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 		$515K Sell
509
-336
-40% -$328K 0.3% 95
2026
Q1 		$715K Buy
+845
New +$754K 0.44% 77

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

Collaborative Fund Advisors's GS Position: Q2 2026 in Review

Collaborative Fund Advisors reduced its Goldman Sachs (GS) stake by 40% in Q2 2026, selling an estimated $328K and leaving 509 shares worth $515K. The position accounts for 0.3% of the portfolio, ranked #95.

Collaborative Fund Advisors first reported a position in GS in Q1 2026 and has held it in 2 quarters since. The position peaked at $715K in Q1 2026. 3,153 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Collaborative Fund Advisors held 509 shares of Goldman Sachs worth $515K as of Q2 2026.
  • Collaborative Fund Advisors sold 336 Goldman Sachs shares in Q2 2026, an estimated $328K.
  • Goldman Sachs made up 0.3% of Collaborative Fund Advisors's portfolio in Q2 2026, its #95 holding.
  • Collaborative Fund Advisors first reported a position in Goldman Sachs in Q1 2026 and has held it in 2 quarters since.
  • Collaborative Fund Advisors's Goldman Sachs position peaked at $715K in Q1 2026.
  • 3,153 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Collaborative Fund Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.