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Swan Capital’s Goldman Sachs GS Stock Holding History

Swan 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
2026
Q1 		$87.1K Hold
103
– – 0.03% 57
2025
Q4 		$90.5K Hold
103
– – 0.04% 58
2025
Q3 		$82K Sell
103
-7
-6% -$5.19K 0.03% 63
2025
Q2 		$77.9K Buy
110
+7
+7% +$4.06K 0.03% 60
2025
Q1 		$56.3K Hold
103
– – 0.03% 59
2024
Q4 		$59K Hold
103
– – 0.03% 61
2024
Q3 		$51K Hold
103
– – 0.03% 66
2024
Q2 		$46.6K Buy
+103
New +$45.2K 0.03% 66

Other funds holding GS

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Swan Capital's GS Position: Q1 2026 in Review

Swan Capital held its Goldman Sachs (GS) position steady in Q1 2026 at 103 shares worth $87.1K. The position accounts for 0.03% of the portfolio, ranked #57.

Swan Capital first reported a position in GS in Q2 2024 and has held it in 8 quarters since. The position peaked at $90.5K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Swan Capital held 103 shares of Goldman Sachs worth $87.1K as of Q1 2026.
  • Swan Capital left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.03% of Swan Capital's portfolio in Q1 2026, its #57 holding.
  • Swan Capital first reported a position in Goldman Sachs in Q2 2024 and has held it in 8 quarters since.
  • Swan Capital's Goldman Sachs position peaked at $90.5K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.