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Triad Wealth Partners’s Goldman Sachs GS Stock Holding History

Triad Wealth Partners’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 		$1.42M Buy
1,381
+597
+76% +$582K 0.08% 157
2026
Q1 		$663K Sell
784
-40
-5% -$35.7K 0.05% 222
2025
Q4 		$725K Buy
824
+415
+101% +$339K 0.07% 192
2025
Q3 		$326K Buy
409
+76
+23% +$56.3K 0.04% 271
2025
Q2 		$236K Buy
+333
New +$193K 0.05% 253
2024
Q3 		– Sell
-68
Closed -$30.8K – 390
2024
Q2 		$30.8K Buy
+68
New +$29.8K 0.02% 291

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

Triad Wealth Partners's GS Position: Q2 2026 in Review

Triad Wealth Partners increased its Goldman Sachs (GS) stake by 76% in Q2 2026, buying an estimated $582K and bringing the position to 1,381 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #157.

Triad Wealth Partners first reported a position in GS in Q2 2024 and has held it in 6 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Triad Wealth Partners held 1,381 shares of Goldman Sachs worth $1.42M as of Q2 2026.
  • Triad Wealth Partners bought 597 Goldman Sachs shares in Q2 2026, an estimated $582K.
  • Goldman Sachs made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #157 holding.
  • Triad Wealth Partners first reported a position in Goldman Sachs in Q2 2024 and has held it in 6 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.