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Costello Asset Management’s Goldman Sachs GS Stock Holding History

Costello Asset 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 		$121K Sell
120
-50
-29% -$48.7K 0.04% 153
2026
Q1 		$144K Hold
170
– – 0.05% 136
2025
Q4 		$149K Hold
170
– – 0.05% 119
2025
Q3 		$135K Hold
170
– – 0.05% 134
2025
Q2 		$120K Sell
170
-304
-64% -$176K 0.05% 141
2025
Q1 		$259K Buy
474
+232
+96% +$140K 0.11% 93
2024
Q4 		$139K Buy
242
+127
+110% +$70.8K 0.09% 67
2024
Q3 		$56.9K Buy
115
+25
+28% +$12.2K 0.04% 104
2024
Q2 		$40.7K Buy
90
+30
+50% +$13.2K 0.03% 95
2024
Q1 		$25.1K Hold
60
– – 0.02% 116
2023
Q4 		$23.1K Hold
60
– – 0.02% 114
2023
Q3 		$19.4K Buy
+60
New +$20K 0.02% 122
2023
Q2 		– Sell
-4
Closed -$1.31K – 201
2023
Q1 		$1.31K Hold
4
– – ﹤0.01% 202
2022
Q4 		$1.37K Sell
4
-60
-94% -$20.9K ﹤0.01% 203
2022
Q3 		$19K Sell
64
-206
-76% -$66.7K 0.02% 124
2022
Q2 		$80K Buy
270
+1
+0.4% +$311 0.07% 79
2022
Q1 		$89K Buy
269
+5
+2% +$1.77K 0.06% 87
2021
Q4 		$101K Buy
264
+60
+29% +$23.8K 0.06% 84
2021
Q3 		$77K Sell
204
-24
-11% -$9.37K 0.05% 91
2021
Q2 		$86K Buy
228
+1
+0.4% +$358 0.06% 88
2021
Q1 		$74K Hold
227
– – 0.05% 94
2020
Q4 		$60K Buy
227
+1
+0.4% +$223 0.05% 102
2020
Q3 		$45K Buy
226
+1
+0.4% +$203 0.04% 99
2020
Q2 		$44K Buy
+225
New +$42.2K 0.04% 95

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

Costello Asset Management's GS Position: Q2 2026 in Review

Costello Asset Management reduced its Goldman Sachs (GS) stake by 29% in Q2 2026, selling an estimated $48.7K and leaving 120 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #153.

Costello Asset Management first reported a position in GS in Q2 2020 and has held it in 24 quarters since. The position peaked at $259K in Q1 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Costello Asset Management held 120 shares of Goldman Sachs worth $121K as of Q2 2026.
  • Costello Asset Management sold 50 Goldman Sachs shares in Q2 2026, an estimated $48.7K.
  • Goldman Sachs made up 0.04% of Costello Asset Management's portfolio in Q2 2026, its #153 holding.
  • Costello Asset Management first reported a position in Goldman Sachs in Q2 2020 and has held it in 24 quarters since.
  • Costello Asset Management's Goldman Sachs position peaked at $259K in Q1 2025.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.