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New England Capital Financial Advisors’s Goldman Sachs GS Stock Holding History

New England Capital Financial 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 		$116K Hold
115
– – 0.03% 87
2026
Q1 		$97.3K Sell
115
-20
-15% -$17.8K 0.03% 87
2025
Q4 		$119K Buy
135
+120
+800% +$97.9K 0.05% 85
2025
Q3 		$11.9K Hold
15
– – 0.01% 237
2025
Q2 		$10.6K Hold
15
– – ﹤0.01% 247
2025
Q1 		$8.2K Hold
15
– – ﹤0.01% 247
2024
Q4 		$8.59K Hold
15
– – ﹤0.01% 244
2024
Q3 		$7.43K Buy
+15
New +$7.34K ﹤0.01% 245

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

New England Capital Financial Advisors's GS Position: Q2 2026 in Review

New England Capital Financial Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 115 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #87.

New England Capital Financial Advisors first reported a position in GS in Q3 2024 and has held it in 8 quarters since. The position peaked at $119K in Q4 2025. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • New England Capital Financial Advisors held 115 shares of Goldman Sachs worth $116K as of Q2 2026.
  • New England Capital Financial Advisors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.03% of New England Capital Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • New England Capital Financial Advisors first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
  • New England Capital Financial Advisors's Goldman Sachs position peaked at $119K in Q4 2025.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.