Crown Wealth Group’s Goldman Sachs GS Stock Holding History

Crown Wealth Group’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	$327K	Buy	323 +21	+7%	+$20.5K	0.08%	105
2026 Q1	$255K	Sell	302 -18	-6%	-$16.1K	0.08%	117
2025 Q4	$281K	Buy	320 +47	+17%	+$38.4K	0.08%	99
2025 Q3	$217K	Buy	+273	New	+$202K	0.07%	114
2025 Q2	–	Sell	-384	Closed	-$210K	–	122
2025 Q1	$210K	Buy	+384	New	+$231K	0.11%	102
2022 Q1	–	Sell	-1,106	Closed	-$423K	–	109
2021 Q4	$423K	Buy	+1,106	New	+$438K	0.39%	47

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Crown Wealth Group's GS Position: Q2 2026 in Review

Crown Wealth Group increased its Goldman Sachs (GS) stake by 7% in Q2 2026, buying an estimated $20.5K and bringing the position to 323 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #105.

Crown Wealth Group first reported a position in GS in Q4 2021 and has held it in 6 quarters since. The position peaked at $423K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Crown Wealth Group held 323 shares of Goldman Sachs worth $327K as of Q2 2026.
Crown Wealth Group bought 21 Goldman Sachs shares in Q2 2026, an estimated $20.5K.
Goldman Sachs made up 0.08% of Crown Wealth Group's portfolio in Q2 2026, its #105 holding.
Crown Wealth Group first reported a position in Goldman Sachs in Q4 2021 and has held it in 6 quarters since.
Crown Wealth Group's Goldman Sachs position peaked at $423K in Q4 2021.
1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.