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Shorepath Capital Management’s Goldman Sachs GS Stock Holding History

Shorepath 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
2025
Q2 		$14M Sell
19,817
-826
-4% -$479K 11.56% 1
2025
Q1 		$11.3M Sell
20,643
-72
-0.3% -$43.3K 8.51% 2
2024
Q4 		$11.9M Sell
20,715
-2,884
-12% -$1.61M 8.48% 3
2024
Q3 		$11.7M Sell
23,599
-950
-4% -$465K 8.56% 2
2024
Q2 		$11.1M Sell
24,549
-1,840
-7% -$807K 8.55% 3
2024
Q1 		$11M Sell
26,389
-179
-0.7% -$69.5K 8.71% 3
2023
Q4 		$10.2M Buy
+26,568
New +$8.87M 9.09% 1

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Shorepath Capital Management's GS Position: Q2 2025 in Review

Shorepath Capital Management reduced its Goldman Sachs (GS) stake by 4% in Q2 2025, selling an estimated $479K and leaving 19,817 shares worth $14M. The position accounts for 11.56% of the portfolio, ranked #1.

Shorepath Capital Management first reported a position in GS in Q4 2023 and has held it in 7 quarters since. 2,605 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Shorepath Capital Management held 19,817 shares of Goldman Sachs worth $14M as of Q2 2025.
  • Shorepath Capital Management sold 826 Goldman Sachs shares in Q2 2025, an estimated $479K.
  • Goldman Sachs made up 11.56% of Shorepath Capital Management's portfolio in Q2 2025, its #1 holding.
  • Shorepath Capital Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 7 quarters since.
  • 2,605 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Shorepath Capital Management's 13F filing for Q2 2025, filed 4 Aug 2025.