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Money Concepts Capital’s Goldman Sachs GS Stock Holding History

Money Concepts Capital’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
Q1 		$1.93M Buy
2,282
+458
+25% +$409K 0.11% 191
2025
Q4 		$1.6M Sell
1,824
-75
-4% -$61.2K 0.09% 203
2025
Q3 		$1.51M Buy
1,899
+191
+11% +$142K 0.09% 204
2025
Q2 		$1.21M Sell
1,708
-297
-15% -$172K 0.08% 216
2025
Q1 		$1.1M Buy
2,005
+11
+0.6% +$6.62K 0.08% 209
2024
Q4 		$1.14M Sell
1,994
-26
-1% -$14.5K 0.09% 199
2024
Q3 		$1M Buy
2,020
+19
+0.9% +$9.29K 0.08% 210
2024
Q2 		$905K Buy
2,001
+37
+2% +$16.2K 0.08% 216
2024
Q1 		$820K Buy
1,964
+35
+2% +$13.6K 0.08% 224
2023
Q4 		$746K Sell
1,929
-69
-3% -$23K 0.07% 229
2023
Q3 		$648K Sell
1,998
-124
-6% -$41.4K 0.07% 227
2023
Q2 		$685K Sell
2,122
-6,981
-77% -$2.3M 0.07% 227
2023
Q1 		$3.05M Sell
9,103
-918
-9% -$320K 0.17% 114
2022
Q4 		$3.44M Buy
10,021
+1,677
+20% +$584K 0.15% 133
2022
Q3 		$2.44M Buy
8,344
+5,766
+224% +$1.87M 0.14% 135
2022
Q2 		$771K Sell
2,578
-732
-22% -$228K 0.07% 225
2022
Q1 		$1.09M Buy
3,310
+1,127
+52% +$398K 0.06% 286
2021
Q4 		$835K Buy
+2,183
New +$864K 0.07% 230
2021
Q1 		$702K Buy
2,148
+182
+9% +$56.7K 0.06% 265
2020
Q4 		$518K Buy
+1,966
New +$438K 0.05% 279

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Money Concepts Capital's GS Position: Q1 2026 in Review

Money Concepts Capital increased its Goldman Sachs (GS) stake by 25% in Q1 2026, buying an estimated $409K and bringing the position to 2,282 shares worth $1.93M. The position accounts for 0.11% of the portfolio, ranked #191.

Money Concepts Capital first reported a position in GS in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.44M in Q4 2022. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Money Concepts Capital held 2,282 shares of Goldman Sachs worth $1.93M as of Q1 2026.
  • Money Concepts Capital bought 458 Goldman Sachs shares in Q1 2026, an estimated $409K.
  • Goldman Sachs made up 0.11% of Money Concepts Capital's portfolio in Q1 2026, its #191 holding.
  • Money Concepts Capital first reported a position in Goldman Sachs in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Goldman Sachs position peaked at $3.44M in Q4 2022.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.