Crown Wealth Group
GS icon

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
Q3 		$274K Sell
304
-19
-6% -$19.4K 0.07% 110
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Crown Wealth Group's GS Position: Q3 2026 in Review

Crown Wealth Group reduced its Goldman Sachs (GS) stake by 5.9% in Q3 2026, selling an estimated $19.4K and leaving 304 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #110.

Crown Wealth Group first reported a position in GS in Q4 2021 and has held it in 7 quarters since. The position peaked at $423K in Q4 2021. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Crown Wealth Group held 304 shares of Goldman Sachs worth $274K as of Q3 2026.
  • Crown Wealth Group sold 19 Goldman Sachs shares in Q3 2026, an estimated $19.4K.
  • Goldman Sachs made up 0.07% of Crown Wealth Group's portfolio in Q3 2026, its #110 holding.
  • Crown Wealth Group first reported a position in Goldman Sachs in Q4 2021 and has held it in 7 quarters since.
  • Crown Wealth Group's Goldman Sachs position peaked at $423K in Q4 2021.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.