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Naples Global Advisors’s Goldman Sachs GS Stock Holding History

Naples Global Advisors’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 		$743K Buy
735
+142
+24% +$138K 0.05% 286
2026
Q1 		$502K Sell
593
-12
-2% -$10.7K 0.04% 327
2025
Q4 		$532K Buy
605
+45
+8% +$36.7K 0.04% 321
2025
Q3 		$446K Sell
560
-2
-0.4% -$1.48K 0.03% 338
2025
Q2 		$398K Buy
+562
New +$326K 0.03% 333

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Naples Global Advisors's GS Position: Q2 2026 in Review

Naples Global Advisors increased its Goldman Sachs (GS) stake by 24% in Q2 2026, buying an estimated $138K and bringing the position to 735 shares worth $743K. The position accounts for 0.05% of the portfolio, ranked #286.

Naples Global Advisors first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Naples Global Advisors held 735 shares of Goldman Sachs worth $743K as of Q2 2026.
  • Naples Global Advisors bought 142 Goldman Sachs shares in Q2 2026, an estimated $138K.
  • Goldman Sachs made up 0.05% of Naples Global Advisors's portfolio in Q2 2026, its #286 holding.
  • Naples Global Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.