Gradient Capital Advisors
GS icon

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
Q3 		$303K Sell
336
-25
-7% -$25.6K 0.07% 141
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

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Gradient Capital Advisors's GS Position: Q3 2026 in Review

Gradient Capital Advisors reduced its Goldman Sachs (GS) stake by 6.9% in Q3 2026, selling an estimated $25.6K and leaving 336 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #141.

Gradient Capital Advisors first reported a position in GS in Q2 2025 and has held it in 6 quarters since. The position peaked at $365K in Q2 2026. 768 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Gradient Capital Advisors held 336 shares of Goldman Sachs worth $303K as of Q3 2026.
  • Gradient Capital Advisors sold 25 Goldman Sachs shares in Q3 2026, an estimated $25.6K.
  • Goldman Sachs made up 0.07% of Gradient Capital Advisors's portfolio in Q3 2026, its #141 holding.
  • Gradient Capital Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 6 quarters since.
  • Gradient Capital Advisors's Goldman Sachs position peaked at $365K in Q2 2026.
  • 768 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.