Custom Index Systems’s Goldman Sachs GS Stock Holding History

Custom Index Systems’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 Q1	$327K	Buy	386 +8	+2%	+$7.14K	0.14%	190
2025 Q4	$332K	Sell	378 -139	-27%	-$113K	0.15%	187
2025 Q3	$412K	Buy	517 +54	+12%	+$40K	0.12%	190
2025 Q2	$328K	Buy	463 +10	+2%	+$5.79K	0.16%	180
2025 Q1	$247K	Sell	453 -115	-20%	-$69.2K	0.13%	239
2024 Q4	$325K	Sell	568 -26	-4%	-$14.5K	0.17%	168
2024 Q3	$294K	Buy	+594	New	+$291K	0.16%	195
2024 Q2	–	Sell	-836	Closed	-$349K	–	269
2024 Q1	$349K	Buy	836 +135	+19%	+$52.4K	0.2%	167
2023 Q4	$270K	Buy	+701	New	+$234K	0.17%	190

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Custom Index Systems's GS Position: Q1 2026 in Review

Custom Index Systems increased its Goldman Sachs (GS) stake by 2.1% in Q1 2026, buying an estimated $7.14K and bringing the position to 386 shares worth $327K. The position accounts for 0.14% of the portfolio, ranked #190.

Custom Index Systems first reported a position in GS in Q4 2023 and has held it in 9 quarters since. The position peaked at $412K in Q3 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Custom Index Systems held 386 shares of Goldman Sachs worth $327K as of Q1 2026.
Custom Index Systems bought 8 Goldman Sachs shares in Q1 2026, an estimated $7.14K.
Goldman Sachs made up 0.14% of Custom Index Systems's portfolio in Q1 2026, its #190 holding.
Custom Index Systems first reported a position in Goldman Sachs in Q4 2023 and has held it in 9 quarters since.
Custom Index Systems's Goldman Sachs position peaked at $412K in Q3 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.