Congress Asset Management’s Goldman Sachs GS Stock Holding History

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