CCWM
GS icon

Correct Capital Wealth Management’s Goldman Sachs GS Stock Holding History

Correct Capital Wealth 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 		$3.79M Sell
3,748
-120
-3% -$117K 0.65% 18
2026
Q1 		$3.27M Buy
3,868
+25
+0.7% +$22.3K 0.61% 25
2025
Q4 		$3.38M Buy
3,843
+155
+4% +$126K 0.63% 23
2025
Q3 		$2.94M Sell
3,688
-39
-1% -$28.9K 0.48% 28
2025
Q2 		$2.64M Buy
3,727
+107
+3% +$62K 0.39% 24
2025
Q1 		$1.98M Buy
3,620
+137
+4% +$82.4K 0.32% 31
2024
Q4 		$1.99M Buy
3,483
+371
+12% +$207K 0.4% 28
2024
Q3 		$1.54M Sell
3,112
-551
-15% -$270K 0.34% 37
2024
Q2 		$1.66M Buy
3,663
+359
+11% +$158K 0.39% 27
2024
Q1 		$1.38M Buy
3,304
+1,473
+80% +$572K 0.32% 34
2023
Q4 		$706K Buy
+1,831
New +$611K 0.18% 63

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Correct Capital Wealth Management's GS Position: Q2 2026 in Review

Correct Capital Wealth Management reduced its Goldman Sachs (GS) stake by 3.1% in Q2 2026, selling an estimated $117K and leaving 3,748 shares worth $3.79M. The position accounts for 0.65% of the portfolio, ranked #18.

Correct Capital Wealth Management first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 3,169 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Correct Capital Wealth Management held 3,748 shares of Goldman Sachs worth $3.79M as of Q2 2026.
  • Correct Capital Wealth Management sold 120 Goldman Sachs shares in Q2 2026, an estimated $117K.
  • Goldman Sachs made up 0.65% of Correct Capital Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Correct Capital Wealth Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • 3,169 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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