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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
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 $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

Waterloo Capital's GS Position: Q1 2026 in Review

Waterloo Capital increased its Goldman Sachs (GS) stake by 3.1% in Q1 2026, buying an estimated $21.4K and bringing the position to 795 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #257.

Waterloo Capital first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $678K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Waterloo Capital held 795 shares of Goldman Sachs worth $672K as of Q1 2026.
  • Waterloo Capital bought 24 Goldman Sachs shares in Q1 2026, an estimated $21.4K.
  • Goldman Sachs made up 0.05% of Waterloo Capital's portfolio in Q1 2026, its #257 holding.
  • Waterloo Capital first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • Waterloo Capital's Goldman Sachs position peaked at $678K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.