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Groesbeck Investment Management’s Goldman Sachs GS Stock Holding History

Groesbeck Investment 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
Q2 		$2.11M Sell
2,088
-19
-0.9% -$18.5K 3.36% 7
2026
Q1 		$1.78M Sell
2,107
-75
-3% -$66.9K 3.47% 6
2025
Q4 		$1.92M Buy
2,182
+2
+0.1% +$1.63K 3.62% 6
2025
Q3 		$1.74M Buy
2,180
+96
+5% +$71.1K 3.39% 7
2025
Q2 		$1.48M Sell
2,084
-275
-12% -$159K 2.59% 12
2025
Q1 		$1.29M Sell
2,359
-216
-8% -$130K 1.8% 17
2024
Q4 		$1.47M Sell
2,575
-396
-13% -$221K 1.92% 16
2024
Q3 		$1.47M Sell
2,971
-501
-14% -$245K 2.16% 12
2024
Q2 		$1.57M Sell
3,472
-502
-13% -$220K 2.17% 11
2024
Q1 		$1.66M Buy
3,974
+249
+7% +$96.6K 1.77% 15
2023
Q4 		$1.44M Sell
3,725
-80
-2% -$26.7K 1.99% 15
2023
Q3 		$1.23M Buy
3,805
+270
+8% +$90.2K 1.87% 16
2023
Q2 		$1.14M Sell
3,535
-413
-10% -$136K 1.74% 17
2023
Q1 		$1.29M Hold
3,948
– – 1.94% 13
2022
Q4 		$1.36M Buy
3,948
+41
+1% +$14.3K 2.27% 12
2022
Q3 		$1.16M Hold
3,907
– – 1.91% 13
2022
Q2 		$1.16M Sell
3,907
-280
-7% -$87.2K 1.91% 13
2022
Q1 		$1.38M Hold
4,187
– – 1.55% 17
2021
Q4 		$1.6M Buy
4,187
+200
+5% +$79.2K 2.03% 14
2021
Q3 		$1.51M Buy
3,987
+518
+15% +$202K 1.74% 15
2021
Q2 		$1.32M Buy
3,469
+524
+18% +$188K 1.68% 16
2021
Q1 		$963K Buy
2,945
+160
+6% +$49.8K 1.39% 24
2020
Q4 		$734K Buy
+2,785
New +$620K 1.2% 28

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Groesbeck Investment Management's GS Position: Q2 2026 in Review

Groesbeck Investment Management reduced its Goldman Sachs (GS) stake by 0.9% in Q2 2026, selling an estimated $18.5K and leaving 2,088 shares worth $2.11M. The position accounts for 3.36% of the portfolio, ranked #7.

Groesbeck Investment Management first reported a position in GS in Q4 2020 and has held it in 23 quarters since. 632 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Groesbeck Investment Management held 2,088 shares of Goldman Sachs worth $2.11M as of Q2 2026.
  • Groesbeck Investment Management sold 19 Goldman Sachs shares in Q2 2026, an estimated $18.5K.
  • Goldman Sachs made up 3.36% of Groesbeck Investment Management's portfolio in Q2 2026, its #7 holding.
  • Groesbeck Investment Management first reported a position in Goldman Sachs in Q4 2020 and has held it in 23 quarters since.
  • 632 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.