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 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 $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

Fidelis Capital Partners's GS Position: Q1 2026 in Review

Fidelis Capital Partners increased its Goldman Sachs (GS) stake by 9.4% in Q1 2026, buying an estimated $757K and bringing the position to 9,906 shares worth $8.38M. The position accounts for 0.6% of the portfolio, ranked #35.

Fidelis Capital Partners first reported a position in GS in Q4 2022 and has held it in 14 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Fidelis Capital Partners held 9,906 shares of Goldman Sachs worth $8.38M as of Q1 2026.
Fidelis Capital Partners bought 849 Goldman Sachs shares in Q1 2026, an estimated $757K.
Goldman Sachs made up 0.6% of Fidelis Capital Partners's portfolio in Q1 2026, its #35 holding.
Fidelis Capital Partners first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.