CA
GS icon

Crumly & Associates’s Goldman Sachs GS Stock Holding History

Crumly & Associates’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 		$1.21M Sell
1,349
-21
-2% -$21.5K 0.22% 69
2026
Q2 		$1.39M Sell
1,370
-21
-2% -$20.5K 0.27% 61
2026
Q1 		$1.18M Buy
1,391
+42
+3% +$37.5K 0.25% 67
2025
Q4 		$1.19M Sell
1,349
-163
-11% -$133K 0.25% 69
2025
Q3 		$1.2M Buy
1,512
+33
+2% +$24.5K 0.26% 63
2025
Q2 		$1.05M Sell
1,479
-77
-5% -$44.6K 0.25% 60
2025
Q1 		$850K Buy
1,556
+70
+5% +$42.1K 0.23% 62
2024
Q4 		$851K Buy
+1,486
New +$829K 0.23% 66
2023
Q1 		– Sell
-1,359
Closed -$467K – 111
2022
Q4 		$467K Sell
1,359
-139
-9% -$48.4K 0.18% 64
2022
Q3 		$439K Buy
1,498
+63
+4% +$20.4K 0.18% 69
2022
Q2 		$426K Buy
1,435
+141
+11% +$43.9K 0.18% 70
2022
Q1 		$427K Buy
1,294
+276
+27% +$97.5K 0.16% 78
2021
Q4 		$365K Buy
+1,018
New +$403K 0.14% 80

Other funds holding GS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Crumly & Associates's GS Position: Q3 2026 in Review

Crumly & Associates reduced its Goldman Sachs (GS) stake by 1.5% in Q3 2026, selling an estimated $21.5K and leaving 1,349 shares worth $1.21M. The position accounts for 0.22% of the portfolio, ranked #69.

Crumly & Associates first reported a position in GS in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.39M in Q2 2026. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Crumly & Associates held 1,349 shares of Goldman Sachs worth $1.21M as of Q3 2026.
  • Crumly & Associates sold 21 Goldman Sachs shares in Q3 2026, an estimated $21.5K.
  • Goldman Sachs made up 0.22% of Crumly & Associates's portfolio in Q3 2026, its #69 holding.
  • Crumly & Associates first reported a position in Goldman Sachs in Q4 2021 and has held it in 13 quarters since.
  • Crumly & Associates's Goldman Sachs position peaked at $1.39M in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.