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Key Client Fiduciary Advisors’s Goldman Sachs GS Stock Holding History

Key Client Fiduciary 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 		$951K Buy
941
+2
+0.2% +$1.95K 0.28% 77
2026
Q1 		$794K Buy
939
+156
+20% +$139K 0.27% 79
2025
Q4 		$688K Sell
783
-19
-2% -$15.5K 0.24% 92
2025
Q3 		$639K Sell
802
-2
-0.2% -$1.48K 0.22% 96
2025
Q2 		$569K Sell
804
-249
-24% -$144K 0.23% 100
2025
Q1 		$575K Sell
1,053
-54
-5% -$32.5K 0.27% 90
2024
Q4 		$634K Sell
1,107
-68
-6% -$37.9K 0.28% 83
2024
Q3 		$582K Buy
1,175
+4
+0.3% +$1.96K 0.27% 89
2024
Q2 		$530K Sell
1,171
-7
-0.6% -$3.07K 0.27% 90
2024
Q1 		$492K Buy
1,178
+252
+27% +$97.8K 0.26% 96
2023
Q4 		$357K Sell
926
-210
-18% -$70.1K 0.21% 120
2023
Q3 		$368K Sell
1,136
-112
-9% -$37.4K 0.23% 108
2023
Q2 		$403K Sell
1,248
-90
-7% -$29.6K 0.24% 105
2023
Q1 		$438K Sell
1,338
-32
-2% -$11.1K 0.27% 84
2022
Q4 		$470K Hold
1,370
– – 0.32% 72
2022
Q3 		$401K Buy
1,370
+1
+0.1% +$324 0.41% 60
2022
Q2 		$407K Buy
1,369
+130
+10% +$40.5K 0.4% 63
2022
Q1 		$409K Buy
+1,239
New +$438K 0.33% 75

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM