Sulzberger Capital Advisors
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Sulzberger Capital Advisors’s Goldman Sachs GS Stock Holding History

Sulzberger 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
2026
Q3 		$982K Buy
1,091
+465
+74% +$476K 0.98% 27
2026
Q2 		$633K Hold
626
– – 0.62% 31
2026
Q1 		$530K Hold
626
– – 0.54% 32
2025
Q4 		$550K Buy
626
+219
+54% +$179K 0.56% 29
2025
Q3 		$324K Hold
407
– – 0.36% 37
2025
Q2 		$288K Sell
407
-165
-29% -$95.6K 0.34% 42
2025
Q1 		$312K Sell
572
-241
-30% -$145K 0.41% 38
2024
Q4 		$466K Buy
+813
New +$453K 0.53% 35

Other funds holding GS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sulzberger Capital Advisors's GS Position: Q3 2026 in Review

Sulzberger Capital Advisors increased its Goldman Sachs (GS) stake by 74% in Q3 2026, buying an estimated $476K and bringing the position to 1,091 shares worth $982K. The position accounts for 0.98% of the portfolio, ranked #27.

Sulzberger Capital Advisors first reported a position in GS in Q4 2024 and has held it in 8 quarters since. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Sulzberger Capital Advisors held 1,091 shares of Goldman Sachs worth $982K as of Q3 2026.
  • Sulzberger Capital Advisors bought 465 Goldman Sachs shares in Q3 2026, an estimated $476K.
  • Goldman Sachs made up 0.98% of Sulzberger Capital Advisors's portfolio in Q3 2026, its #27 holding.
  • Sulzberger Capital Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 8 quarters since.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.