Fulcrum Equity Management’s Goldman Sachs GS Stock Holding History

Fulcrum Equity Management’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	$699K	Sell	691 -15	-2%	-$14.6K	0.51%	47
2026 Q1	$597K	Buy	706 +18	+3%	+$16.1K	0.58%	46
2025 Q4	$605K	Buy	688 +277	+67%	+$226K	0.58%	42
2025 Q3	$327K	Hold	411	–	–	0.33%	67
2025 Q2	$291K	Sell	411 -34	-8%	-$19.7K	0.3%	74
2025 Q1	$243K	Sell	445 -5	-1%	-$3.01K	0.27%	80
2024 Q4	$258K	Buy	450 +39	+9%	+$21.8K	0.25%	91
2024 Q3	$203K	Sell	411 -33	-7%	-$16.1K	0.17%	136
2024 Q2	$201K	Buy	+444	New	+$195K	0.18%	128

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Fulcrum Equity Management's GS Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Goldman Sachs (GS) stake by 2.1% in Q2 2026, selling an estimated $14.6K and leaving 691 shares worth $699K. The position accounts for 0.51% of the portfolio, ranked #47.

Fulcrum Equity Management first reported a position in GS in Q2 2024 and has held it in 9 quarters since. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Fulcrum Equity Management held 691 shares of Goldman Sachs worth $699K as of Q2 2026.
Fulcrum Equity Management sold 15 Goldman Sachs shares in Q2 2026, an estimated $14.6K.
Goldman Sachs made up 0.51% of Fulcrum Equity Management's portfolio in Q2 2026, its #47 holding.
Fulcrum Equity Management first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.