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CWC Advisors’s Goldman Sachs GS Stock Holding History

CWC 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 		$2.97M Sell
2,935
-107
-4% -$104K 1.32% 23
2026
Q1 		$2.57M Sell
3,042
-2,429
-44% -$2.17M 1.22% 25
2025
Q4 		$4.81M Sell
5,471
-24
-0.4% -$19.6K 2.32% 11
2025
Q3 		$4.38M Buy
5,495
+146
+3% +$108K 2.14% 14
2025
Q2 		$3.79M Buy
5,349
+103
+2% +$59.7K 1.96% 16
2025
Q1 		$2.87M Buy
5,246
+1,613
+44% +$971K 1.63% 19
2024
Q4 		$2.08M Buy
3,633
+50
+1% +$27.9K 2.08% 10
2024
Q3 		$1.77M Buy
+3,583
New +$1.75M 1.75% 13

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

CWC Advisors's GS Position: Q2 2026 in Review

CWC Advisors reduced its Goldman Sachs (GS) stake by 3.5% in Q2 2026, selling an estimated $104K and leaving 2,935 shares worth $2.97M. The position accounts for 1.32% of the portfolio, ranked #23.

CWC Advisors first reported a position in GS in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.81M in Q4 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • CWC Advisors held 2,935 shares of Goldman Sachs worth $2.97M as of Q2 2026.
  • CWC Advisors sold 107 Goldman Sachs shares in Q2 2026, an estimated $104K.
  • Goldman Sachs made up 1.32% of CWC Advisors's portfolio in Q2 2026, its #23 holding.
  • CWC Advisors first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's Goldman Sachs position peaked at $4.81M in Q4 2025.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.