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GHP Investment Advisors’s Citigroup C Stock Holding History

GHP Investment Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.8K Hold
549
– – ﹤0.01% 507
2026
Q1 		$62.3K Hold
549
– – ﹤0.01% 517
2025
Q4 		$64.1K Hold
549
– – ﹤0.01% 497
2025
Q3 		$55.7K Hold
549
– – ﹤0.01% 508
2025
Q2 		$46.7K Hold
549
– – ﹤0.01% 522
2025
Q1 		$39K Hold
549
– – ﹤0.01% 528
2024
Q4 		$38.6K Sell
549
-19
-3% -$1.28K ﹤0.01% 526
2024
Q3 		$35.6K Buy
568
+368
+184% +$22.8K ﹤0.01% 547
2024
Q2 		$12.7K Hold
200
– – ﹤0.01% 659
2024
Q1 		$12.6K Hold
200
– – ﹤0.01% 636
2023
Q4 		$10.3K Sell
200
-483
-71% -$21.4K ﹤0.01% 651
2023
Q3 		$28.3K Buy
683
+290
+74% +$12.7K ﹤0.01% 560
2023
Q2 		$17.5K Sell
393
-504
-56% -$23.6K ﹤0.01% 608
2023
Q1 		$42.1K Buy
897
+101
+13% +$4.96K ﹤0.01% 506
2022
Q4 		$36K Buy
796
+1
+0.1% +$45 ﹤0.01% 526
2022
Q3 		$33K Buy
795
+173
+28% +$8.55K ﹤0.01% 529
2022
Q2 		$29K Sell
622
-325
-34% -$16.3K ﹤0.01% 532
2022
Q1 		$51K Buy
+947
New +$58.5K ﹤0.01% 493

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GHP Investment Advisors's C Position: Q2 2026 in Review

GHP Investment Advisors held its Citigroup (C) position steady in Q2 2026 at 549 shares worth $76.8K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

GHP Investment Advisors first reported a position in C in Q1 2022 and has held it in 18 quarters since. 2,638 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • GHP Investment Advisors held 549 shares of Citigroup worth $76.8K as of Q2 2026.
  • GHP Investment Advisors left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #507 holding.
  • GHP Investment Advisors first reported a position in Citigroup in Q1 2022 and has held it in 18 quarters since.
  • 2,638 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.