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Fortis Capital Advisors’s Goldman Sachs GS Stock Holding History

Fortis Capital 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 		$843K Sell
833
-35
-4% -$34.1K 0.09% 185
2026
Q1 		$734K Sell
868
-594
-41% -$530K 0.1% 184
2025
Q4 		$1.29M Buy
1,462
+216
+17% +$176K 0.19% 85
2025
Q3 		$992K Sell
1,246
-136
-10% -$101K 0.16% 105
2025
Q2 		$978K Buy
1,382
+576
+71% +$334K 0.17% 89
2025
Q1 		$440K Buy
+806
New +$485K 0.09% 167
2024
Q4 		– Sell
-1,071
Closed -$530K – 180
2024
Q3 		$530K Buy
+1,071
New +$524K 0.18% 100
2023
Q2 		– Sell
-8
Closed -$2.62K – 321
2023
Q1 		$2.62K Hold
8
– – ﹤0.01% 553
2022
Q4 		$2.75K Buy
+8
New +$2.79K ﹤0.01% 562

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

Fortis Capital Advisors's GS Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Goldman Sachs (GS) stake by 4% in Q2 2026, selling an estimated $34.1K and leaving 833 shares worth $843K. The position accounts for 0.09% of the portfolio, ranked #185.

Fortis Capital Advisors first reported a position in GS in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.29M in Q4 2025. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Fortis Capital Advisors held 833 shares of Goldman Sachs worth $843K as of Q2 2026.
  • Fortis Capital Advisors sold 35 Goldman Sachs shares in Q2 2026, an estimated $34.1K.
  • Goldman Sachs made up 0.09% of Fortis Capital Advisors's portfolio in Q2 2026, its #185 holding.
  • Fortis Capital Advisors first reported a position in Goldman Sachs in Q4 2022 and has held it in 9 quarters since.
  • Fortis Capital Advisors's Goldman Sachs position peaked at $1.29M in Q4 2025.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.