Nelson Capital Management’s Goldman Sachs GS Stock Holding History

Nelson 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	$450K	Buy	445 +8	+2%	+$7.8K	0.05%	89
2026 Q1	$370K	Hold	437	–	–	0.05%	94
2025 Q4	$384K	Hold	437	–	–	0.04%	92
2025 Q3	$348K	Sell	437 -200	-31%	-$148K	0.04%	95
2025 Q2	$451K	Sell	637 -50	-7%	-$29K	0.06%	83
2025 Q1	$375K	Sell	687 -2	-0.3%	-$1.2K	0.06%	86
2024 Q4	$395K	Buy	689 +2	+0.3%	+$1.12K	0.07%	89
2024 Q3	$340K	Sell	687 -13	-2%	-$6.36K	0.06%	88
2024 Q2	$317K	Sell	700 -40	-5%	-$17.6K	0.06%	91
2024 Q1	$309K	Sell	740 -6	-0.8%	-$2.33K	0.06%	90
2023 Q4	$288K	Buy	746 +6	+0.8%	+$2K	0.06%	84
2023 Q3	$239K	Hold	740	–	–	0.06%	86
2023 Q2	$239K	Hold	740	–	–	0.06%	87
2023 Q1	$242K	Hold	740	–	–	0.07%	84
2022 Q4	$254K	Hold	740	–	–	0.07%	84
2022 Q3	$217K	Hold	740	–	–	0.06%	91
2022 Q2	$220K	Hold	740	–	–	0.06%	93
2022 Q1	$244K	Hold	740	–	–	0.05%	94
2021 Q4	$283K	Hold	740	–	–	0.05%	94
2021 Q3	$280K	Hold	740	–	–	0.06%	87
2021 Q2	$281K	Hold	740	–	–	0.06%	88
2021 Q1	$242K	Buy	+740	New	+$230K	0.05%	91
2019 Q4	–	Sell	-740	Closed	-$153K	–	178
2019 Q3	$153K	Sell	740 -550	-43%	-$115K	0.04%	102
2019 Q2	$264K	Hold	1,290	–	–	0.06%	85
2019 Q1	$248K	Sell	1,290 -17	-1%	-$3.28K	0.06%	82
2018 Q4	$218K	Hold	1,307	–	–	0.06%	86
2018 Q3	$293K	Buy	1,307 +17	+1%	+$3.95K	0.07%	78
2018 Q2	$285K	Hold	1,290	–	–	0.07%	77
2018 Q1	$325K	Sell	1,290 -155	-11%	-$40.4K	0.08%	78
2017 Q4	$368K	Buy	1,445 +5	+0.3%	+$1.23K	0.11%	68
2017 Q3	$342K	Sell	1,440 -75	-5%	-$16.9K	0.11%	66
2017 Q2	$336K	Buy	1,515 +75	+5%	+$16.7K	0.11%	65
2017 Q1	$331K	Hold	1,440	–	–	0.11%	65
2016 Q4	$345K	Hold	1,440	–	–	0.12%	63
2016 Q3	$232K	Buy	1,440 +730	+103%	+$119K	0.08%	73
2016 Q2	$105K	Buy	710 +150	+27%	+$23.4K	0.04%	86
2016 Q1	$88K	Hold	560	–	–	0.03%	89
2015 Q4	$101K	Hold	560	–	–	0.04%	82
2015 Q3	$97K	Hold	560	–	–	0.04%	87
2015 Q2	$117K	Hold	560	–	–	0.04%	88
2015 Q1	$105K	Hold	560	–	–	0.04%	91
2014 Q4	$109K	Hold	560	–	–	0.04%	93
2014 Q3	$103K	Buy	560 +140	+33%	+$24.6K	0.04%	94
2014 Q2	$70K	Buy	420 +280	+200%	+$45.2K	0.03%	105
2014 Q1	$23K	Buy	+140	New	+$23.5K	0.01%	153

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

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

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

SMDAM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Nelson Capital Management increased its Goldman Sachs (GS) stake by 1.8% in Q2 2026, buying an estimated $7.8K and bringing the position to 445 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #89.

Nelson Capital Management first reported a position in GS in Q1 2014 and has held it in 45 quarters since. The position peaked at $451K in Q2 2025. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Nelson Capital Management held 445 shares of Goldman Sachs worth $450K as of Q2 2026.
Nelson Capital Management bought 8 Goldman Sachs shares in Q2 2026, an estimated $7.8K.
Goldman Sachs made up 0.05% of Nelson Capital Management's portfolio in Q2 2026, its #89 holding.
Nelson Capital Management first reported a position in Goldman Sachs in Q1 2014 and has held it in 45 quarters since.
Nelson Capital Management's Goldman Sachs position peaked at $451K in Q2 2025.
1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.