Teamwork Financial Advisors’s Goldman Sachs GS Stock Holding History

Teamwork Financial 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	$13.7M	Sell	13,531 -729	-5%	-$711K	1.24%	26
2026 Q1	$12.1M	Sell	14,260 -2,699	-16%	-$2.41M	1.27%	28
2025 Q4	$14.9M	Buy	16,959 +318	+2%	+$259K	1.51%	21
2025 Q3	$13.3M	Sell	16,641 -11,424	-41%	-$8.47M	1.36%	30
2025 Q2	$19.9M	Buy	28,065 +22,886	+442%	+$13.3M	2.3%	16
2025 Q1	$2.83M	Buy	5,179 +1,915	+59%	+$1.15M	0.38%	52
2024 Q4	$1.87M	Buy	+3,264	New	+$1.82M	0.24%	62
2023 Q1	–	Sell	-596	Closed	-$205K	–	195
2022 Q4	$205K	Sell	596 -525	-47%	-$183K	0.04%	183
2022 Q3	$329K	Buy	+1,121	New	+$363K	0.07%	162

Other funds holding GS

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

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 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

Teamwork Financial Advisors's GS Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Goldman Sachs (GS) stake by 5.1% in Q2 2026, selling an estimated $711K and leaving 13,531 shares worth $13.7M. The position accounts for 1.24% of the portfolio, ranked #26.

Teamwork Financial Advisors first reported a position in GS in Q3 2022 and has held it in 9 quarters since. The position peaked at $19.9M in Q2 2025. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Teamwork Financial Advisors held 13,531 shares of Goldman Sachs worth $13.7M as of Q2 2026.
Teamwork Financial Advisors sold 729 Goldman Sachs shares in Q2 2026, an estimated $711K.
Goldman Sachs made up 1.24% of Teamwork Financial Advisors's portfolio in Q2 2026, its #26 holding.
Teamwork Financial Advisors first reported a position in Goldman Sachs in Q3 2022 and has held it in 9 quarters since.
Teamwork Financial Advisors's Goldman Sachs position peaked at $19.9M in Q2 2025.
549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.