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 Q2	$1.53M	Sell	1,515 -20	-1%	-$19.5K	0.41%	47
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Next Capital Management reduced its Goldman Sachs (GS) stake by 1.3% in Q2 2026, selling an estimated $19.5K and leaving 1,515 shares worth $1.53M. The position accounts for 0.41% of the portfolio, ranked #47.

Next Capital Management first reported a position in GS in Q2 2019 and has held it in 14 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Next Capital Management held 1,515 shares of Goldman Sachs worth $1.53M as of Q2 2026.
Next Capital Management sold 20 Goldman Sachs shares in Q2 2026, an estimated $19.5K.
Goldman Sachs made up 0.41% of Next Capital Management's portfolio in Q2 2026, its #47 holding.
Next Capital Management first reported a position in Goldman Sachs in Q2 2019 and has held it in 14 quarters since.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.