Loring Wolcott & Coolidge Fiduciary Advisors’s Goldman Sachs GS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$204K	Sell	202 -47	-19%	-$45.8K	﹤0.01%	317
2026 Q1	$226K	Buy	249 +47	+23%	+$41.9K	﹤0.01%	304
2025 Q4	$188K	Hold	202	–	–	﹤0.01%	314
2025 Q3	$152K	Hold	202	–	–	﹤0.01%	348
2025 Q2	$143K	Hold	202	–	–	﹤0.01%	315
2025 Q1	$107K	Hold	202	–	–	﹤0.01%	324
2024 Q4	$128K	Sell	202 -4	-2%	-$2.23K	﹤0.01%	324
2024 Q3	$108K	Buy	206 +6	+3%	+$2.94K	﹤0.01%	333
2024 Q2	$101K	Hold	200	–	–	﹤0.01%	332
2024 Q1	$83.5K	Hold	200	–	–	﹤0.01%	351
2023 Q4	$76.8K	Sell	200 -512	-72%	-$171K	﹤0.01%	371
2023 Q3	$223K	Buy	712 +337	+90%	+$113K	﹤0.01%	275
2023 Q2	$121K	Sell	375 -24	-6%	-$7.89K	﹤0.01%	345
2023 Q1	$131K	Hold	399	–	–	﹤0.01%	317
2022 Q4	$137K	Hold	399	–	–	﹤0.01%	309
2022 Q3	$117K	Sell	399 -4	-1%	-$1.3K	﹤0.01%	335
2022 Q2	$120K	Sell	403 -205	-34%	-$63.8K	﹤0.01%	340
2022 Q1	$201K	Buy	608 +408	+204%	+$144K	﹤0.01%	305
2021 Q4	$77K	Hold	200	–	–	﹤0.01%	423
2021 Q3	$76K	Sell	200 -40	-17%	-$15.6K	﹤0.01%	419
2021 Q2	$91K	Buy	+240	New	+$85.9K	﹤0.01%	412
2021 Q1	–	Sell	-200	Closed	-$53K	–	470
2020 Q4	$53K	Buy	+200	New	+$44.5K	﹤0.01%	422
2020 Q2	–	Sell	-150	Closed	-$23K	–	608
2020 Q1	$23K	Hold	150	–	–	﹤0.01%	449
2019 Q4	$34K	Sell	150 -20	-12%	-$4.34K	﹤0.01%	460
2019 Q3	$35K	Hold	170	–	–	﹤0.01%	451
2019 Q2	$35K	Hold	170	–	–	﹤0.01%	440
2019 Q1	$33K	Sell	170 -72	-30%	-$13.9K	﹤0.01%	450
2018 Q4	$40K	Buy	242 +222	+1,110%	+$44.8K	﹤0.01%	436
2018 Q3	$4K	Hold	20	–	–	﹤0.01%	573
2018 Q2	$4K	Sell	20 -43	-68%	-$10.3K	﹤0.01%	589
2018 Q1	$16K	Buy	+63	New	+$16.4K	﹤0.01%	555
2017 Q4	–	Sell	-10	Closed	-$2K	–	789
2017 Q3	$2K	Buy	+10	New	+$2.26K	﹤0.01%	646
2017 Q1	–	Sell	-100	Closed	-$24K	–	619
2016 Q4	$24K	Sell	100 -7	-7%	-$1.42K	﹤0.01%	454
2016 Q3	$17K	Sell	107 -30	-22%	-$4.88K	﹤0.01%	492
2016 Q2	$20K	Buy	137 +30	+28%	+$4.68K	﹤0.01%	483
2016 Q1	$17K	Hold	107	–	–	﹤0.01%	492
2015 Q4	$19K	Buy	107 +7	+7%	+$1.3K	﹤0.01%	516
2015 Q3	$21K	Hold	100	–	–	﹤0.01%	487
2015 Q2	$21K	Hold	100	–	–	﹤0.01%	487
2015 Q1	$19K	Buy	+100	New	+$18.6K	﹤0.01%	510
2014 Q3	–	Sell	-200	Closed	-$33K	–	602
2014 Q2	$33K	Buy	200 +50	+33%	+$8.07K	﹤0.01%	475
2014 Q1	$25K	Hold	150	–	–	﹤0.01%	472
2013 Q4	$27K	Sell	150 -225	-60%	-$37.1K	﹤0.01%	447
2013 Q3	$59K	Buy	375 +225	+150%	+$36.2K	﹤0.01%	359
2013 Q2	$23K	Buy	+150	New	+$22.9K	﹤0.01%	467

Other funds holding GS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's GS Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Goldman Sachs (GS) stake by 19% in Q2 2026, selling an estimated $45.8K and leaving 202 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GS in Q2 2013 and has held it in 45 quarters since. The position peaked at $226K in Q1 2026. 1,503 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 202 shares of Goldman Sachs worth $204K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 47 Goldman Sachs shares in Q2 2026, an estimated $45.8K.
Goldman Sachs made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #317 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Goldman Sachs in Q2 2013 and has held it in 45 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Goldman Sachs position peaked at $226K in Q1 2026.
1,503 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.