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Traphagen Investment Advisors’s Goldman Sachs GS Stock Holding History

Traphagen Investment 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 		$10.3M Buy
10,138
+1
+0% +$975 0.73% 22
2026
Q1 		$8.58M Buy
10,137
+1
+0% +$892 0.69% 25
2025
Q4 		$8.91M Buy
10,136
+40
+0.4% +$32.6K 0.73% 21
2025
Q3 		$8.04M Sell
10,096
-32
-0.3% -$23.7K 0.69% 20
2025
Q2 		$7.17M Sell
10,128
-2
-0% -$1.16K 0.68% 22
2025
Q1 		$5.53M Buy
10,130
+9
+0.1% +$5.42K 0.58% 23
2024
Q4 		$5.8M Sell
10,121
-111
-1% -$61.9K 0.59% 24
2024
Q3 		$5.07M Sell
10,232
-21
-0.2% -$10.3K 0.51% 26
2024
Q2 		$4.64M Buy
10,253
+140
+1% +$61.4K 0.5% 28
2024
Q1 		$4.22M Buy
10,113
+39
+0.4% +$15.1K 0.45% 27
2023
Q4 		$3.89M Buy
10,074
+1
+0% +$334 0.46% 28
2023
Q3 		$3.26M Buy
+10,073
New +$3.37M 0.41% 28

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Traphagen Investment Advisors's GS Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Goldman Sachs (GS) stake by 0.01% in Q2 2026, buying an estimated $975 and bringing the position to 10,138 shares worth $10.3M. The position accounts for 0.73% of the portfolio, ranked #22.

Traphagen Investment Advisors first reported a position in GS in Q3 2023 and has held it in 12 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Traphagen Investment Advisors held 10,138 shares of Goldman Sachs worth $10.3M as of Q2 2026.
  • Traphagen Investment Advisors bought 1 Goldman Sachs share in Q2 2026, an estimated $975.
  • Goldman Sachs made up 0.73% of Traphagen Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Traphagen Investment Advisors first reported a position in Goldman Sachs in Q3 2023 and has held it in 12 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.