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Tanglewood Legacy Advisors’s Goldman Sachs GS Stock Holding History

Tanglewood Legacy 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 		$425K Hold
420
– – 0.14% 80
2026
Q1 		$355K Hold
420
– – 0.13% 86
2025
Q4 		$369K Hold
420
– – 0.14% 79
2025
Q3 		$334K Hold
420
– – 0.13% 78
2025
Q2 		$297K Hold
420
– – 0.12% 83
2025
Q1 		$229K Hold
420
– – 0.1% 90
2024
Q4 		$241K Sell
420
-50
-11% -$27.9K 0.1% 84
2024
Q3 		$233K Hold
470
– – 0.1% 81
2024
Q2 		$213K Hold
470
– – 0.1% 86
2024
Q1 		$196K Hold
470
– – 0.1% 91
2023
Q4 		$181K Sell
470
-60
-11% -$20K 0.1% 87
2023
Q3 		$171K Hold
530
– – 0.1% 89
2023
Q2 		$171K Hold
530
– – 0.1% 89
2023
Q1 		$173K Hold
530
– – 0.11% 79
2022
Q4 		$182K Buy
+530
New +$185K 0.13% 64

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Tanglewood Legacy Advisors's GS Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 420 shares worth $425K. The position accounts for 0.14% of the portfolio, ranked #80.

Tanglewood Legacy Advisors first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Tanglewood Legacy Advisors held 420 shares of Goldman Sachs worth $425K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.14% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #80 holding.
  • Tanglewood Legacy Advisors first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.