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CPA Asset Management’s Goldman Sachs GS Stock Holding History

CPA 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 		$402K Buy
397
+70
+21% +$68.2K 0.12% 71
2026
Q1 		$277K Hold
327
– – 0.09% 86
2025
Q4 		$287K Buy
+327
New +$267K 0.1% 84

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

CPA Asset Management increased its Goldman Sachs (GS) stake by 21% in Q2 2026, buying an estimated $68.2K and bringing the position to 397 shares worth $402K. The position accounts for 0.12% of the portfolio, ranked #71.

CPA Asset Management first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • CPA Asset Management held 397 shares of Goldman Sachs worth $402K as of Q2 2026.
  • CPA Asset Management bought 70 Goldman Sachs shares in Q2 2026, an estimated $68.2K.
  • Goldman Sachs made up 0.12% of CPA Asset Management's portfolio in Q2 2026, its #71 holding.
  • CPA Asset Management first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.