Next Capital Management’s Goldman Sachs GS Stock Holding History

Next 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 Q1	$1.3M	Buy	1,535 +120	+8%	+$107K	0.39%	47
2025 Q4	$1.24M	Hold	1,415	–	–	0.4%	48
2025 Q3	$1.13M	Sell	1,415 -104	-7%	-$77.1K	0.38%	53
2025 Q2	$1.07M	Buy	1,519 +377	+33%	+$218K	0.4%	51
2025 Q1	$624K	Buy	1,142 +50	+5%	+$30.1K	0.3%	65
2024 Q4	$625K	Hold	1,092	–	–	0.25%	72
2024 Q3	$541K	Hold	1,092	–	–	0.22%	81
2024 Q2	$494K	Sell	1,092 -70	-6%	-$30.7K	0.21%	81
2024 Q1	$485K	Buy	1,162 +562	+94%	+$218K	0.2%	82
2023 Q4	$231K	Buy	+600	New	+$200K	0.1%	113
2023 Q2	–	Sell	-631	Closed	-$206K	–	124
2023 Q1	$206K	Hold	631	–	–	0.1%	112
2022 Q4	$217K	Buy	+631	New	+$220K	0.12%	106
2019 Q3	–	Sell	-135	Closed	-$28K	–	471
2019 Q2	$28K	Buy	+135	New	+$26.7K	0.02%	219

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Capital Management's GS Position: Q1 2026 in Review

Next Capital Management increased its Goldman Sachs (GS) stake by 8.5% in Q1 2026, buying an estimated $107K and bringing the position to 1,535 shares worth $1.3M. The position accounts for 0.39% of the portfolio, ranked #47.

Next Capital Management first reported a position in GS in Q2 2019 and has held it in 13 quarters since. 2,979 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Next Capital Management held 1,535 shares of Goldman Sachs worth $1.3M as of Q1 2026.
Next Capital Management bought 120 Goldman Sachs shares in Q1 2026, an estimated $107K.
Goldman Sachs made up 0.39% of Next Capital Management's portfolio in Q1 2026, its #47 holding.
Next Capital Management first reported a position in Goldman Sachs in Q2 2019 and has held it in 13 quarters since.
2,979 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.