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 Q3	$576K	Buy	639 +2	+0.3%	+$2.05K	0.12%	149
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Monument Capital Management's GS Position: Q3 2026 in Review

Monument Capital Management increased its Goldman Sachs (GS) stake by 0.31% in Q3 2026, buying an estimated $2.05K and bringing the position to 639 shares worth $576K. The position accounts for 0.12% of the portfolio, ranked #149.

Monument Capital Management first reported a position in GS in Q4 2017 and has held it in 11 quarters since. The position peaked at $645K in Q2 2026. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Monument Capital Management held 639 shares of Goldman Sachs worth $576K as of Q3 2026.
Monument Capital Management bought 2 Goldman Sachs shares in Q3 2026, an estimated $2.05K.
Goldman Sachs made up 0.12% of Monument Capital Management's portfolio in Q3 2026, its #149 holding.
Monument Capital Management first reported a position in Goldman Sachs in Q4 2017 and has held it in 11 quarters since.
Monument Capital Management's Goldman Sachs position peaked at $645K in Q2 2026.
2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.