McCarter Private Wealth Services’s Goldman Sachs GS Stock Holding History

McCarter Private Wealth Services’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	$450K	Sell	500 -215	-30%	-$220K	0.15%	118
2026 Q2	$723K	Buy	715 +215	+43%	+$210K	0.25%	90
2026 Q1	$423K	Sell	500 -100	-17%	-$89.2K	0.18%	101
2025 Q4	$527K	Hold	600	–	–	0.24%	89
2025 Q3	$478K	Hold	600	–	–	0.24%	82
2025 Q2	$425K	Buy	600 +100	+20%	+$57.9K	0.24%	76
2025 Q1	$273K	Hold	500	–	–	0.18%	87
2024 Q4	$286K	Hold	500	–	–	0.18%	84
2024 Q3	$248K	Buy	+500	New	+$245K	0.16%	90

Other funds holding GS

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

McCarter Private Wealth Services's GS Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Goldman Sachs (GS) stake by 30% in Q3 2026, selling an estimated $220K and leaving 500 shares worth $450K. The position accounts for 0.15% of the portfolio, ranked #118.

McCarter Private Wealth Services first reported a position in GS in Q3 2024 and has held it in 9 quarters since. The position peaked at $723K in Q2 2026. 936 funds tracked by Wall St. Rank hold GS as of Q3 2026.

McCarter Private Wealth Services held 500 shares of Goldman Sachs worth $450K as of Q3 2026.
McCarter Private Wealth Services sold 215 Goldman Sachs shares in Q3 2026, an estimated $220K.
Goldman Sachs made up 0.15% of McCarter Private Wealth Services's portfolio in Q3 2026, its #118 holding.
McCarter Private Wealth Services first reported a position in Goldman Sachs in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Goldman Sachs position peaked at $723K in Q2 2026.
936 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.