FC
GS icon

Fulcrum Capital’s Goldman Sachs GS Stock Holding History

Fulcrum Capital’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
2025
Q2 		– Sell
-526
Closed -$287K – 105
2025
Q1 		$287K Buy
526
+26
+5% +$15.6K 0.06% 95
2024
Q4 		$286K Buy
+500
New +$279K 0.06% 101
2018
Q4 		– Sell
-23,842
Closed -$5.35M – 57
2018
Q3 		$5.35M Buy
23,842
+390
+2% +$90.7K 2.08% 17
2018
Q2 		$5.17M Sell
23,452
-2,366
-9% -$564K 2.47% 16
2018
Q1 		$6.5M Sell
25,818
-962
-4% -$250K 2.12% 14
2017
Q4 		$6.82M Buy
+26,780
New +$6.57M 2.21% 10

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fulcrum Capital's GS Position: Q2 2025 in Review

Fulcrum Capital sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 526 shares — an estimated $287K sold.

Fulcrum Capital first reported a position in GS in Q4 2017 and held it in 6 quarters. The position peaked at $6.82M in Q4 2017. 2,605 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Fulcrum Capital reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • Fulcrum Capital sold 526 Goldman Sachs shares in Q2 2025, an estimated $287K.
  • Fulcrum Capital first reported a position in Goldman Sachs in Q4 2017 and held it in 6 quarters.
  • Fulcrum Capital's Goldman Sachs position peaked at $6.82M in Q4 2017.
  • 2,605 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Fulcrum Capital's 13F filing for Q2 2025, filed 24 Jul 2025.