Copeland Capital Management’s Goldman Sachs GS Stock Holding History

Copeland Capital 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	$34.4K	Hold	34	–	–	﹤0.01%	226
2026 Q1	$28.8K	Hold	34	–	–	﹤0.01%	229
2025 Q4	$29.9K	Hold	34	–	–	﹤0.01%	228
2025 Q3	$27.1K	Hold	34	–	–	﹤0.01%	225
2025 Q2	$24.1K	Hold	34	–	–	﹤0.01%	219
2025 Q1	$18.6K	Hold	34	–	–	﹤0.01%	223
2024 Q4	$19.5K	Buy	+34	New	+$19K	﹤0.01%	222
2023 Q3	–	Sell	-8	Closed	-$2.58K	–	305
2023 Q2	$2.58K	Hold	8	–	–	﹤0.01%	287
2023 Q1	$3K	Hold	8	–	–	﹤0.01%	239
2022 Q4	$3K	Hold	8	–	–	﹤0.01%	243
2022 Q3	$2K	Hold	8	–	–	﹤0.01%	256
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	260
2022 Q1	$3K	Hold	8	–	–	﹤0.01%	245
2021 Q4	$3K	Hold	8	–	–	﹤0.01%	247
2021 Q3	$3K	Hold	8	–	–	﹤0.01%	239
2021 Q2	$3K	Buy	+8	New	+$2.86K	﹤0.01%	234

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Copeland Capital Management's GS Position: Q2 2026 in Review

Copeland Capital Management held its Goldman Sachs (GS) position steady in Q2 2026 at 34 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Copeland Capital Management first reported a position in GS in Q2 2021 and has held it in 16 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Copeland Capital Management held 34 shares of Goldman Sachs worth $34.4K as of Q2 2026.
Copeland Capital Management left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #226 holding.
Copeland Capital Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 16 quarters since.
3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.