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Whitener Capital Management’s Goldman Sachs GS Stock Holding History

Whitener Capital Management’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 		$11.2M Sell
11,069
-511
-4% -$498K 2.37% 10
2026
Q1 		$9.8M Sell
11,580
-141
-1% -$126K 2.23% 11
2025
Q4 		$10.3M Sell
11,721
-316
-3% -$258K 2.34% 9
2025
Q3 		$9.59M Sell
12,037
-137
-1% -$102K 2.29% 10
2025
Q2 		$8.62M Sell
12,174
-275
-2% -$159K 2.28% 11
2025
Q1 		$6.8M Buy
12,449
+133
+1% +$80K 1.92% 13
2024
Q4 		$7.05M Sell
12,316
-260
-2% -$145K 1.98% 11
2024
Q3 		$6.23M Buy
12,576
+10
+0.1% +$4.89K 1.77% 14
2024
Q2 		$5.68M Sell
12,566
-33
-0.3% -$14.5K 1.72% 14
2024
Q1 		$5.26M Sell
12,599
-56
-0.4% -$21.7K 1.72% 15
2023
Q4 		$4.88M Sell
12,655
-477
-4% -$159K 1.77% 15
2023
Q3 		$4.25M Buy
13,132
+28
+0.2% +$9.36K 1.7% 16
2023
Q2 		$4.23M Buy
13,104
+1,006
+8% +$331K 1.62% 17
2023
Q1 		$3.96M Sell
12,098
-769
-6% -$268K 1.65% 18
2022
Q4 		$4.42M Sell
12,867
-10
-0.1% -$3.48K 1.93% 16
2022
Q3 		$3.77M Buy
12,877
+66
+0.5% +$21.4K 1.78% 14
2022
Q2 		$3.81M Buy
12,811
+643
+5% +$200K 1.72% 17
2022
Q1 		$4.02M Buy
12,168
+323
+3% +$114K 1.51% 18
2021
Q4 		$4.53M Buy
11,845
+30
+0.3% +$11.9K 1.62% 15
2021
Q3 		$3.12M Sell
11,815
-10
-0.1% -$3.9K 1.43% 18
2021
Q2 		$4.49M Buy
11,825
+75
+0.6% +$26.8K 1.79% 14
2021
Q1 		$3.84M Sell
11,750
-65
-0.6% -$20.2K 1.67% 14
2020
Q4 		$3.12M Sell
11,815
-115
-1% -$25.6K 1.43% 18
2020
Q3 		$2.4M Buy
11,930
+350
+3% +$71.2K 1.15% 18
2020
Q2 		$2.29M Sell
11,580
-100
-0.9% -$18.8K 1.19% 17
2020
Q1 		$1.8M Sell
11,680
-3,882
-25% -$824K 1.17% 19
2019
Q4 		$3.58M Buy
15,562
+250
+2% +$54.3K 1.86% 14
2019
Q3 		$3.17M Sell
15,312
-100
-0.6% -$20.9K 1.74% 15
2019
Q2 		$3.15M Buy
15,412
+2,343
+18% +$464K 1.79% 12
2019
Q1 		$2.51M Buy
13,069
+5,045
+63% +$973K 1.64% 16
2018
Q4 		$1.34M Buy
8,024
+2,777
+53% +$560K 0.99% 24
2018
Q3 		$1.18M Hold
5,247
– – 0.77% 28
2018
Q2 		$1.16M Sell
5,247
-140
-3% -$33.4K 0.91% 25
2018
Q1 		$1.36M Buy
5,387
+1,147
+27% +$299K 1.04% 23
2017
Q4 		$1.08M Buy
+4,240
New +$1.04M 0.93% 25

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whitener Capital Management's GS Position: Q2 2026 in Review

Whitener Capital Management reduced its Goldman Sachs (GS) stake by 4.4% in Q2 2026, selling an estimated $498K and leaving 11,069 shares worth $11.2M. The position accounts for 2.37% of the portfolio, ranked #10.

Whitener Capital Management first reported a position in GS in Q4 2017 and has held it in 35 quarters since. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Whitener Capital Management held 11,069 shares of Goldman Sachs worth $11.2M as of Q2 2026.
  • Whitener Capital Management sold 511 Goldman Sachs shares in Q2 2026, an estimated $498K.
  • Goldman Sachs made up 2.37% of Whitener Capital Management's portfolio in Q2 2026, its #10 holding.
  • Whitener Capital Management first reported a position in Goldman Sachs in Q4 2017 and has held it in 35 quarters since.
  • 549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.