Fidelis Capital Partners’s Goldman Sachs GS Stock Holding History

Fidelis Capital Partners’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	$12.1M	Buy	11,942 +2,036	+21%	+$1.98M	0.7%	35
2026 Q1	$8.38M	Buy	9,906 +849	+9%	+$757K	0.6%	35
2025 Q4	$7.96M	Buy	9,057 +709	+8%	+$579K	0.58%	36
2025 Q3	$6.65M	Buy	8,348 +1,034	+14%	+$766K	0.52%	38
2025 Q2	$5.3M	Buy	7,314 +103	+1%	+$59.7K	0.48%	40
2025 Q1	$3.93M	Sell	7,211 -207	-3%	-$125K	0.42%	50
2024 Q4	$4.69M	Buy	7,418 +2,942	+66%	+$1.64M	0.47%	44
2024 Q3	$2.32M	Buy	4,476 +27	+0.6%	+$13.2K	0.28%	68
2024 Q2	$2.1M	Buy	4,449 +334	+8%	+$147K	0.3%	63
2024 Q1	$1.72M	Buy	4,115 +647	+19%	+$251K	0.26%	76
2023 Q4	$1.34M	Buy	3,468 +2	+0.1%	+$668	0.3%	69
2023 Q3	$1.12M	Buy	3,466 +185	+6%	+$61.8K	0.38%	60
2023 Q2	$1.06M	Buy	3,281 +112	+4%	+$36.8K	0.39%	68
2023 Q1	$1.04M	Buy	3,169 +772	+32%	+$269K	0.44%	59
2022 Q4	$846K	Buy	+2,397	New	+$835K	1%	25

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelis Capital Partners's GS Position: Q2 2026 in Review

Fidelis Capital Partners increased its Goldman Sachs (GS) stake by 21% in Q2 2026, buying an estimated $1.98M and bringing the position to 11,942 shares worth $12.1M. The position accounts for 0.7% of the portfolio, ranked #35.

Fidelis Capital Partners first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,171 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Fidelis Capital Partners held 11,942 shares of Goldman Sachs worth $12.1M as of Q2 2026.
Fidelis Capital Partners bought 2,036 Goldman Sachs shares in Q2 2026, an estimated $1.98M.
Goldman Sachs made up 0.7% of Fidelis Capital Partners's portfolio in Q2 2026, its #35 holding.
Fidelis Capital Partners first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
3,171 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.