GCA
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Gradient Capital Advisors’s Goldman Sachs GS Stock Holding History

Gradient Capital Advisors’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 		$365K Hold
361
– – 0.08% 130
2026
Q1 		$305K Hold
361
– – 0.08% 137
2025
Q4 		$317K Buy
361
+31
+9% +$25.3K 0.08% 133
2025
Q3 		$263K Buy
330
+2
+0.6% +$1.48K 0.07% 146
2025
Q2 		$232K Buy
+328
New +$190K 0.07% 148

Other funds holding GS

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gradient Capital Advisors's GS Position: Q2 2026 in Review

Gradient Capital Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 361 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #130.

Gradient Capital Advisors first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Gradient Capital Advisors held 361 shares of Goldman Sachs worth $365K as of Q2 2026.
  • Gradient Capital Advisors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.08% of Gradient Capital Advisors's portfolio in Q2 2026, its #130 holding.
  • Gradient Capital Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.