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 Q3	$389K	Sell	432 -259	-37%	-$265K	0.31%	72
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fulcrum Equity Management's GS Position: Q3 2026 in Review

Fulcrum Equity Management reduced its Goldman Sachs (GS) stake by 37% in Q3 2026, selling an estimated $265K and leaving 432 shares worth $389K. The position accounts for 0.31% of the portfolio, ranked #72.

Fulcrum Equity Management first reported a position in GS in Q2 2024 and has held it in 10 quarters since. The position peaked at $699K in Q2 2026. 1,398 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Fulcrum Equity Management held 432 shares of Goldman Sachs worth $389K as of Q3 2026.
Fulcrum Equity Management sold 259 Goldman Sachs shares in Q3 2026, an estimated $265K.
Goldman Sachs made up 0.31% of Fulcrum Equity Management's portfolio in Q3 2026, its #72 holding.
Fulcrum Equity Management first reported a position in Goldman Sachs in Q2 2024 and has held it in 10 quarters since.
Fulcrum Equity Management's Goldman Sachs position peaked at $699K in Q2 2026.
1,398 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.