MCM
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MontVue Capital Management’s Goldman Sachs GS Stock Holding History

MontVue Capital 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
Q1 		$206K Sell
243
-80
-25% -$71.4K 0.14% 67
2025
Q4 		$284K Hold
323
– – 0.19% 55
2025
Q3 		$257K Hold
323
– – 0.17% 59
2025
Q2 		$229K Buy
+323
New +$187K 0.16% 58
2025
Q1 		– Sell
-483
Closed -$277K – 59
2024
Q4 		$277K Buy
+483
New +$269K 0.21% 50

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

MontVue Capital Management's GS Position: Q1 2026 in Review

MontVue Capital Management reduced its Goldman Sachs (GS) stake by 25% in Q1 2026, selling an estimated $71.4K and leaving 243 shares worth $206K. The position accounts for 0.14% of the portfolio, ranked #67.

MontVue Capital Management first reported a position in GS in Q4 2024 and has held it in 5 quarters since. The position peaked at $284K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • MontVue Capital Management held 243 shares of Goldman Sachs worth $206K as of Q1 2026.
  • MontVue Capital Management sold 80 Goldman Sachs shares in Q1 2026, an estimated $71.4K.
  • Goldman Sachs made up 0.14% of MontVue Capital Management's portfolio in Q1 2026, its #67 holding.
  • MontVue Capital Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 5 quarters since.
  • MontVue Capital Management's Goldman Sachs position peaked at $284K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on MontVue Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.