SummitTX Capital’s Goldman Sachs GS Stock Holding History

SummitTX Capital’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	-340	Closed	-$271K	–	807
2025 Q3	$271K	Sell	340 -673	-66%	-$499K	0.01%	654
2025 Q2	$717K	Buy	+1,013	New	+$587K	0.03%	433

Other funds holding GS

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SummitTX Capital's GS Position: Q4 2025 in Review

SummitTX Capital sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 340 shares — an estimated $271K sold.

SummitTX Capital first reported a position in GS in Q2 2025 and held it in 2 quarters. The position peaked at $717K in Q2 2025. 3,022 funds tracked by Wall St. Rank hold GS as of Q4 2025.

SummitTX Capital reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 340 Goldman Sachs shares in Q4 2025, an estimated $271K.
SummitTX Capital first reported a position in Goldman Sachs in Q2 2025 and held it in 2 quarters.
SummitTX Capital's Goldman Sachs position peaked at $717K in Q2 2025.
3,022 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.