Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$20,642,061
+$3,284,039 QoQ
Shares Held
20,410
-0.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#460
of 3,125 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ADELL HARRIMAN & CARPENTER INC holds $27,618,143 across 2 Capital Markets names. GS ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
20,410 | $20,642,061 | |
| 2 | MS |
Morgan Stanley
|
33,372 | $6,976,082 |
All Filings in GS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,642,061 | 20,410 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $17,358,022 | 20,518 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $18,702,483 | 21,277 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,663,623 | 20,925 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,078,613 | 21,305 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,874,705 | 21,737 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $12,332,516 | 21,537 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,463,159 | 21,133 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $10,008,936 | 22,128 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $9,841,611 | 23,562 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,941,762 | 23,179 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,993,473 | 24,704 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,987,380 | 24,764 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,278,826 | 25,309 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $8,967,712 | 26,116 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,477,170 | 25,515 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,094,322 | 23,885 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,330,860 | 22,208 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $9,263,830 | 24,216 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $8,722,664 | 23,074 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $8,525,761 | 22,464 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,452,691 | 19,733 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,754,966 | 14,239 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $407,768 | 2,029 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||