SIG
GS icon

Stonegate Investment Group’s Goldman Sachs GS Stock Holding History

Stonegate Investment Group’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
Q3 		$9.33M Buy
11,717
+7,908
+208% +$5.86M 0.22% 58
2025
Q2 		$2.7M Sell
3,809
-99
-3% -$57.4K 0.07% 115
2025
Q1 		$2.13M Buy
3,908
+207
+6% +$125K 0.06% 119
2024
Q4 		$2.12M Sell
3,701
-39
-1% -$21.8K 0.06% 116
2024
Q3 		$1.85M Sell
3,740
-393
-10% -$192K 0.05% 130
2024
Q2 		$1.87M Buy
4,133
+44
+1% +$19.3K 0.05% 122
2024
Q1 		$1.71M Buy
4,089
+226
+6% +$87.7K 0.05% 127
2023
Q4 		$1.49M Sell
3,863
-13,492
-78% -$4.5M 0.05% 135
2023
Q3 		$5.62M Sell
17,355
-327
-2% -$109K 0.2% 59
2023
Q2 		$5.7M Sell
17,682
-266
-1% -$87.4K 0.2% 62
2023
Q1 		$5.87M Buy
17,948
+410
+2% +$143K 0.22% 61
2022
Q4 		$6.02M Buy
17,538
+218
+1% +$75.9K 0.26% 61
2022
Q3 		$5.08M Buy
17,320
+221
+1% +$71.6K 0.23% 67
2022
Q2 		$5.08M Buy
17,099
+1,297
+8% +$404K 0.22% 68
2022
Q1 		$5.22M Buy
15,802
+3,133
+25% +$1.11M 0.17% 65
2021
Q4 		$4.85M Buy
+12,669
New +$5.02M 0.2% 68

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stonegate Investment Group's GS Position: Q3 2025 in Review

Stonegate Investment Group increased its Goldman Sachs (GS) stake by 208% in Q3 2025, buying an estimated $5.86M and bringing the position to 11,717 shares worth $9.33M. The position accounts for 0.22% of the portfolio, ranked #58.

Stonegate Investment Group first reported a position in GS in Q4 2021 and has held it in 16 quarters since. 2,739 funds tracked by Wall St. Rank hold GS as of Q3 2025.

  • Stonegate Investment Group held 11,717 shares of Goldman Sachs worth $9.33M as of Q3 2025.
  • Stonegate Investment Group bought 7,908 Goldman Sachs shares in Q3 2025, an estimated $5.86M.
  • Goldman Sachs made up 0.22% of Stonegate Investment Group's portfolio in Q3 2025, its #58 holding.
  • Stonegate Investment Group first reported a position in Goldman Sachs in Q4 2021 and has held it in 16 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.