Cornerstone Advisory
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Cornerstone Advisory’s Goldman Sachs GS Stock Holding History

Cornerstone Advisory’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 		$708K Buy
786
+24
+3% +$24.6K 0.06% 141
2026
Q2 		$771K Buy
762
+101
+15% +$98.5K 0.06% 133
2026
Q1 		$559K Sell
661
-124
-16% -$111K 0.05% 144
2025
Q4 		$690K Buy
785
+6
+0.8% +$4.9K 0.07% 123
2025
Q3 		$620K Hold
779
– – 0.06% 143
2025
Q2 		$551K Sell
779
-2
-0.3% -$1.16K 0.06% 142
2025
Q1 		$429K Buy
781
+107
+16% +$64.4K 0.05% 150
2024
Q4 		$445K Buy
674
+83
+14% +$46.3K 0.05% 150
2024
Q3 		$293K Buy
591
+5
+0.9% +$2.45K 0.04% 179
2024
Q2 		$265K Sell
586
-46
-7% -$20.2K 0.04% 182
2024
Q1 		$264K Hold
632
– – 0.04% 199
2023
Q4 		$244K Sell
632
-69
-10% -$23K 0.04% 199
2023
Q3 		$227K Hold
701
– – 0.04% 199
2023
Q2 		$226K Hold
701
– – 0.04% 202
2023
Q1 		$229K Buy
+701
New +$244K 0.04% 196
2022
Q2 		– Sell
-826
Closed -$273K – 204
2022
Q1 		$273K Sell
826
-803
-49% -$284K 0.04% 192
2021
Q4 		$624K Hold
1,629
– – 0.09% 159
2021
Q3 		$616K Buy
1,629
+1
+0.1% +$391 0.1% 152
2021
Q2 		$619K Sell
1,628
-1,000
-38% -$358K 0.1% 143
2021
Q1 		$860K Buy
2,628
+1,553
+144% +$483K 0.16% 109
2020
Q4 		$284K Buy
+1,075
New +$239K 0.06% 175
2018
Q4 		– Sell
-1,000
Closed -$224K – 147
2018
Q3 		$224K Hold
1,000
– – 0.07% 135
2018
Q2 		$221K Hold
1,000
– – 0.07% 132
2018
Q1 		$252K Hold
1,000
– – 0.09% 124
2017
Q4 		$255K Hold
1,000
– – 0.09% 126
2017
Q3 		$237K Hold
1,000
– – 0.08% 133
2017
Q2 		$222K Buy
+1,000
New +$222K 0.07% 133

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cornerstone Advisory's GS Position: Q3 2026 in Review

Cornerstone Advisory increased its Goldman Sachs (GS) stake by 3.1% in Q3 2026, buying an estimated $24.6K and bringing the position to 786 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #141.

Cornerstone Advisory first reported a position in GS in Q2 2017 and has held it in 27 quarters since. The position peaked at $860K in Q1 2021. 1,883 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Cornerstone Advisory held 786 shares of Goldman Sachs worth $708K as of Q3 2026.
  • Cornerstone Advisory bought 24 Goldman Sachs shares in Q3 2026, an estimated $24.6K.
  • Goldman Sachs made up 0.06% of Cornerstone Advisory's portfolio in Q3 2026, its #141 holding.
  • Cornerstone Advisory first reported a position in Goldman Sachs in Q2 2017 and has held it in 27 quarters since.
  • Cornerstone Advisory's Goldman Sachs position peaked at $860K in Q1 2021.
  • 1,883 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.