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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Copeland Capital Management's GS Position: Q1 2026 in Review

Copeland Capital Management held its Goldman Sachs (GS) position steady in Q1 2026 at 34 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Copeland Capital Management first reported a position in GS in Q2 2021 and has held it in 15 quarters since. The position peaked at $29.9K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Copeland Capital Management held 34 shares of Goldman Sachs worth $28.8K as of Q1 2026.
Copeland Capital Management left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up ﹤0.01% of Copeland Capital Management's portfolio in Q1 2026, its #229 holding.
Copeland Capital Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 15 quarters since.
Copeland Capital Management's Goldman Sachs position peaked at $29.9K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.