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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CWC Advisors's GS Position: Q1 2026 in Review

CWC Advisors reduced its Goldman Sachs (GS) stake by 44% in Q1 2026, selling an estimated $2.17M and leaving 3,042 shares worth $2.57M. The position accounts for 1.22% of the portfolio, ranked #25.

CWC Advisors first reported a position in GS in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.81M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • CWC Advisors held 3,042 shares of Goldman Sachs worth $2.57M as of Q1 2026.
  • CWC Advisors sold 2,429 Goldman Sachs shares in Q1 2026, an estimated $2.17M.
  • Goldman Sachs made up 1.22% of CWC Advisors's portfolio in Q1 2026, its #25 holding.
  • CWC Advisors first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
  • CWC Advisors's Goldman Sachs position peaked at $4.81M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.