WC
GS icon

Waterloo Capital’s Goldman Sachs GS Stock Holding History

Waterloo 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
Q2 		$843K Buy
834
+39
+5% +$38K 0.05% 271
2026
Q1 		$672K Buy
795
+24
+3% +$21.4K 0.05% 257
2025
Q4 		$678K Buy
771
+83
+12% +$67.7K 0.05% 253
2025
Q3 		$548K Sell
688
-44
-6% -$32.6K 0.04% 261
2025
Q2 		$518K Buy
732
+233
+47% +$135K 0.04% 267
2025
Q1 		$272K Buy
499
+81
+19% +$48.7K 0.03% 335
2024
Q4 		$239K Buy
+418
New +$233K 0.03% 326

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Waterloo Capital's GS Position: Q2 2026 in Review

Waterloo Capital increased its Goldman Sachs (GS) stake by 4.9% in Q2 2026, buying an estimated $38K and bringing the position to 834 shares worth $843K. The position accounts for 0.05% of the portfolio, ranked #271.

Waterloo Capital first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Waterloo Capital held 834 shares of Goldman Sachs worth $843K as of Q2 2026.
  • Waterloo Capital bought 39 Goldman Sachs shares in Q2 2026, an estimated $38K.
  • Goldman Sachs made up 0.05% of Waterloo Capital's portfolio in Q2 2026, its #271 holding.
  • Waterloo Capital first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.