Congress Asset Management
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
Q3 		$127M Sell
140,701
-41,392
-23% -$42.4M 0.82% 33
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Congress Asset Management's GS Position: Q3 2026 in Review

Congress Asset Management reduced its Goldman Sachs (GS) stake by 23% in Q3 2026, selling an estimated $42.4M and leaving 140,701 shares worth $127M. The position accounts for 0.82% of the portfolio, ranked #33.

Congress Asset Management first reported a position in GS in Q1 2022 and has held it in 19 quarters since. The position peaked at $225M in Q4 2025. 340 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Congress Asset Management held 140,701 shares of Goldman Sachs worth $127M as of Q3 2026.
  • Congress Asset Management sold 41,392 Goldman Sachs shares in Q3 2026, an estimated $42.4M.
  • Goldman Sachs made up 0.82% of Congress Asset Management's portfolio in Q3 2026, its #33 holding.
  • Congress Asset Management first reported a position in Goldman Sachs in Q1 2022 and has held it in 19 quarters since.
  • Congress Asset Management's Goldman Sachs position peaked at $225M in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.