Monument Capital Management’s Goldman Sachs GS Stock Holding History

Monument 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 Q2	$645K	Buy	637 +38	+6%	+$37K	0.13%	142
2026 Q1	$507K	Sell	599 -5	-0.8%	-$4.46K	0.13%	135
2025 Q4	$531K	Sell	604 -67	-10%	-$54.7K	0.13%	131
2025 Q3	$534K	Sell	671 -40	-6%	-$29.6K	0.13%	126
2025 Q2	$503K	Buy	+711	New	+$412K	0.13%	125
2022 Q3	–	Sell	-853	Closed	-$253K	–	152
2022 Q2	$253K	Buy	+853	New	+$266K	0.1%	133
2018 Q4	–	Sell	-219	Closed	-$49K	–	194
2018 Q3	$49K	Buy	219 +200	+1,053%	+$46.5K	0.03%	129
2018 Q2	$4K	Hold	19	–	–	﹤0.01%	134
2018 Q1	$4K	Hold	19	–	–	﹤0.01%	126
2017 Q4	$4K	Buy	+19	New	+$4.66K	﹤0.01%	112

Other funds holding GS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Monument Capital Management's GS Position: Q2 2026 in Review

Monument Capital Management increased its Goldman Sachs (GS) stake by 6.3% in Q2 2026, buying an estimated $37K and bringing the position to 637 shares worth $645K. The position accounts for 0.13% of the portfolio, ranked #142.

Monument Capital Management first reported a position in GS in Q4 2017 and has held it in 10 quarters since. 1,510 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Monument Capital Management held 637 shares of Goldman Sachs worth $645K as of Q2 2026.
Monument Capital Management bought 38 Goldman Sachs shares in Q2 2026, an estimated $37K.
Goldman Sachs made up 0.13% of Monument Capital Management's portfolio in Q2 2026, its #142 holding.
Monument Capital Management first reported a position in Goldman Sachs in Q4 2017 and has held it in 10 quarters since.
1,510 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.