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Crescent Grove Advisors’s Goldman Sachs GS Stock Holding History

Crescent Grove Advisors’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 		$667K Sell
660
-20
-3% -$19.5K 0.06% 165
2026
Q1 		$575K Sell
680
-294
-30% -$262K 0.06% 169
2025
Q4 		$856K Buy
974
+66
+7% +$53.9K 0.08% 137
2025
Q3 		$723K Buy
908
+7
+0.8% +$5.19K 0.07% 145
2025
Q2 		$638K Buy
901
+248
+38% +$144K 0.06% 148
2025
Q1 		$357K Buy
653
+151
+30% +$90.9K 0.04% 192
2024
Q4 		$287K Buy
502
+93
+23% +$51.9K 0.03% 216
2024
Q3 		$203K Buy
+409
New +$200K 0.02% 267
2024
Q2 		– Sell
-501
Closed -$209K – 292
2024
Q1 		$209K Buy
+501
New +$194K 0.02% 287
2023
Q2 		– Sell
-896
Closed -$293K – 298
2023
Q1 		$293K Buy
+896
New +$312K 0.03% 234
2022
Q3 		– Sell
-845
Closed -$251K – 265
2022
Q2 		$251K Buy
845
+157
+23% +$48.9K 0.03% 228
2022
Q1 		$227K Sell
688
-280
-29% -$98.9K 0.02% 267
2021
Q4 		$370K Buy
+968
New +$383K 0.03% 207
2021
Q3 		– Sell
-662
Closed -$251K – 279
2021
Q2 		$251K Sell
662
-164
-20% -$58.7K 0.03% 224
2021
Q1 		$270K Sell
826
-581
-41% -$181K 0.03% 173
2020
Q4 		$371K Sell
1,407
-249
-15% -$55.4K 0.05% 134
2020
Q3 		$333K Buy
+1,656
New +$337K 0.07% 126

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

Crescent Grove Advisors's GS Position: Q2 2026 in Review

Crescent Grove Advisors reduced its Goldman Sachs (GS) stake by 2.9% in Q2 2026, selling an estimated $19.5K and leaving 660 shares worth $667K. The position accounts for 0.06% of the portfolio, ranked #165.

Crescent Grove Advisors first reported a position in GS in Q3 2020 and has held it in 17 quarters since. The position peaked at $856K in Q4 2025. 3,169 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Crescent Grove Advisors held 660 shares of Goldman Sachs worth $667K as of Q2 2026.
  • Crescent Grove Advisors sold 20 Goldman Sachs shares in Q2 2026, an estimated $19.5K.
  • Goldman Sachs made up 0.06% of Crescent Grove Advisors's portfolio in Q2 2026, its #165 holding.
  • Crescent Grove Advisors first reported a position in Goldman Sachs in Q3 2020 and has held it in 17 quarters since.
  • Crescent Grove Advisors's Goldman Sachs position peaked at $856K in Q4 2025.
  • 3,169 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.