Roberts Capital Advisors’s Goldman Sachs GS Stock Holding History

Roberts Capital 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
2025 Q4	–	Sell	-1,859	Closed	-$1.48M	–	26
2025 Q3	$1.48M	Sell	1,859 -1,860	-50%	-$1.38M	1.65%	15
2025 Q2	$2.63M	Buy	3,719 +383	+11%	+$222K	1.95%	12
2025 Q1	$1.82M	Hold	3,336	–	–	1.6%	13
2024 Q4	$1.91M	Hold	3,336	–	–	1.6%	11
2024 Q3	$1.65M	Hold	3,336	–	–	1.41%	13
2024 Q2	$1.39M	Hold	3,336	–	–	1.34%	14
2024 Q1	$1.39M	Buy	+3,336	New	+$1.29M	1.34%	14
2022 Q3	$1.05M	Hold	3,577	–	–	1.52%	12
2022 Q2	$1.06M	Hold	3,577	–	–	1.46%	12
2022 Q1	$1.18M	Hold	3,577	–	–	1.22%	14
2021 Q4	$1.37M	Buy	+3,577	New	+$1.42M	1.28%	12

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Roberts Capital Advisors's GS Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 1,859 shares — an estimated $1.48M sold.

Roberts Capital Advisors first reported a position in GS in Q4 2021 and held it in 11 quarters. The position peaked at $2.63M in Q2 2025. 3,015 funds tracked by Wall St. Rank hold GS as of Q4 2025.

Roberts Capital Advisors reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 1,859 Goldman Sachs shares in Q4 2025, an estimated $1.48M.
Roberts Capital Advisors first reported a position in Goldman Sachs in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's Goldman Sachs position peaked at $2.63M in Q2 2025.
3,015 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.