CAM
GS icon

Congress Asset Management’s Goldman Sachs GS Stock Holding History

Congress Asset Management’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 		$184M Sell
182,093
-7,322
-4% -$7.14M 1.13% 13
2026
Q1 		$160M Sell
189,415
-66,900
-26% -$59.7M 1.15% 16
2025
Q4 		$225M Sell
256,315
-4,389
-2% -$3.58M 1.59% 7
2025
Q3 		$208M Sell
260,704
-2,038
-0.8% -$1.51M 1.38% 8
2025
Q2 		$186M Sell
262,742
-2,620
-1% -$1.52M 1.28% 15
2025
Q1 		$145M Buy
265,362
+1,988
+0.8% +$1.2M 1.08% 21
2024
Q4 		$151M Buy
263,374
+3,057
+1% +$1.71M 1.02% 20
2024
Q3 		$129M Buy
260,317
+232,297
+829% +$114M 0.88% 39
2024
Q2 		$12.7M Sell
28,020
-397
-1% -$174K 0.09% 164
2024
Q1 		$11.9M Buy
28,417
+193
+0.7% +$74.9K 0.08% 168
2023
Q4 		$10.9M Sell
28,224
-543
-2% -$181K 0.09% 171
2023
Q3 		$9.31M Sell
28,767
-135
-0.5% -$45.1K 0.08% 168
2023
Q2 		$9.32M Sell
28,902
-412
-1% -$135K 0.08% 176
2023
Q1 		$9.59M Buy
29,314
+241
+0.8% +$83.9K 0.09% 168
2022
Q4 		$9.98M Sell
29,073
-146
-0.5% -$50.8K 0.1% 159
2022
Q3 		$8.56M Sell
29,219
-8,296
-22% -$2.69M 0.09% 162
2022
Q2 		$11.1M Buy
37,515
+8,662
+30% +$2.7M 0.11% 146
2022
Q1 		$9.52M Buy
+28,853
New +$10.2M 0.08% 172

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

Congress Asset Management's GS Position: Q2 2026 in Review

Congress Asset Management reduced its Goldman Sachs (GS) stake by 3.9% in Q2 2026, selling an estimated $7.14M and leaving 182,093 shares worth $184M. The position accounts for 1.13% of the portfolio, ranked #13.

Congress Asset Management first reported a position in GS in Q1 2022 and has held it in 18 quarters since. The position peaked at $225M in Q4 2025. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Congress Asset Management held 182,093 shares of Goldman Sachs worth $184M as of Q2 2026.
  • Congress Asset Management sold 7,322 Goldman Sachs shares in Q2 2026, an estimated $7.14M.
  • Goldman Sachs made up 1.13% of Congress Asset Management's portfolio in Q2 2026, its #13 holding.
  • Congress Asset Management first reported a position in Goldman Sachs in Q1 2022 and has held it in 18 quarters since.
  • Congress Asset Management's Goldman Sachs position peaked at $225M in Q4 2025.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.