Goldman Sachs
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Goldman Sachs’s Congress SMid Growth ETF CSMD Stock Holding History

Goldman Sachs’s Portfolio CSMD Stock Details CSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,044
Closed -$401K – 6633
2026
Q1 		$401K Buy
+13,044
New +$431K ﹤0.01% 5740
2025
Q1 		– Sell
-7,659
Closed -$229K – 6120
2024
Q4 		$229K Buy
+7,659
New +$234K ﹤0.01% 5591

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Goldman Sachs's CSMD Position: Q2 2026 in Review

Goldman Sachs sold out of Congress SMid Growth ETF (CSMD) in Q2 2026, closing a stake of 13,044 shares — an estimated $401K sold.

Goldman Sachs first reported a position in CSMD in Q4 2024 and held it in 2 quarters. The position peaked at $401K in Q1 2026. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Goldman Sachs reported no remaining Congress SMid Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Goldman Sachs sold 13,044 Congress SMid Growth ETF shares in Q2 2026, an estimated $401K.
  • Goldman Sachs first reported a position in Congress SMid Growth ETF in Q4 2024 and held it in 2 quarters.
  • Goldman Sachs's Congress SMid Growth ETF position peaked at $401K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.