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U.S. Capital Wealth Advisors’s Goldman Sachs GS Stock Holding History

U.S. Capital Wealth 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
Q1 		$8.66M Sell
10,233
-11,289
-52% -$10.1M 0.22% 105
2025
Q4 		$18.9M Buy
21,522
+436
+2% +$356K 0.49% 38
2025
Q3 		$16.8M Buy
21,086
+10,108
+92% +$7.49M 0.45% 46
2025
Q2 		$7.77M Buy
10,978
+4,107
+60% +$2.38M 0.23% 122
2025
Q1 		$3.75M Buy
6,871
+2,097
+44% +$1.26M 0.12% 183
2024
Q4 		$2.73M Sell
4,774
-4,259
-47% -$2.38M 0.08% 243
2024
Q3 		$4.47M Sell
9,033
-87
-1% -$42.6K 0.16% 140
2024
Q2 		$4.12M Sell
9,120
-3,656
-29% -$1.6M 0.16% 141
2024
Q1 		$5.34M Sell
12,776
-413
-3% -$160K 0.21% 119
2023
Q4 		$5.09M Buy
13,189
+4,882
+59% +$1.63M 0.2% 115
2023
Q3 		$2.69M Sell
8,307
-12
-0.1% -$4.01K 0.12% 162
2023
Q2 		$2.68M Buy
8,319
+2,274
+38% +$748K 0.13% 166
2023
Q1 		$1.98M Sell
6,045
-160
-3% -$55.7K 0.09% 212
2022
Q4 		$2.13M Sell
6,205
-1,686
-21% -$587K 0.1% 193
2022
Q3 		$2.31M Buy
7,891
+73
+0.9% +$23.7K 0.12% 166
2022
Q2 		$2.32M Buy
7,818
+1,514
+24% +$471K 0.1% 193
2022
Q1 		$2.08M Sell
6,304
-128
-2% -$45.2K 0.08% 240
2021
Q4 		$2.46M Sell
6,432
-3,328
-34% -$1.32M 0.1% 224
2021
Q3 		$3.69M Buy
+9,760
New +$3.81M 0.16% 143

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

U.S. Capital Wealth Advisors's GS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Goldman Sachs (GS) stake by 52% in Q1 2026, selling an estimated $10.1M and leaving 10,233 shares worth $8.66M. The position accounts for 0.22% of the portfolio, ranked #105.

U.S. Capital Wealth Advisors first reported a position in GS in Q3 2021 and has held it in 19 quarters since. The position peaked at $18.9M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • U.S. Capital Wealth Advisors held 10,233 shares of Goldman Sachs worth $8.66M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 11,289 Goldman Sachs shares in Q1 2026, an estimated $10.1M.
  • Goldman Sachs made up 0.22% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #105 holding.
  • U.S. Capital Wealth Advisors first reported a position in Goldman Sachs in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Goldman Sachs position peaked at $18.9M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.