Triangle Securities Wealth Management’s Goldman Sachs GS Stock Holding History

Triangle Securities Wealth Management’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	$6.6M	Sell	6,529 -120	-2%	-$117K	1.31%	19
2026 Q1	$5.62M	Sell	6,649 -29	-0.4%	-$25.9K	1.28%	19
2025 Q4	$5.87M	Sell	6,678 -202	-3%	-$165K	1.24%	19
2025 Q3	$5.48M	Sell	6,880 -6,598	-49%	-$4.89M	1.24%	21
2025 Q2	$8.4M	Buy	13,478 +6,401	+90%	+$3.71M	2.07%	8
2025 Q1	$3.87M	Sell	7,077 -370	-5%	-$223K	0.99%	29
2024 Q4	$4.26M	Sell	7,447 -195	-3%	-$109K	1.09%	24
2024 Q3	$3.78M	Sell	7,642 -195	-2%	-$95.4K	0.98%	23
2024 Q2	$3.54M	Sell	7,837 -135	-2%	-$59.2K	1%	22
2024 Q1	$3.33M	Sell	7,972 -140	-2%	-$54.3K	0.95%	26
2023 Q4	$3.13M	Buy	8,112 +31	+0.4%	+$10.3K	0.97%	24
2023 Q3	$2.61M	Sell	8,081 -2	-0%	-$668	0.93%	26
2023 Q2	$2.61M	Sell	8,083 -271	-3%	-$89.1K	0.9%	26
2023 Q1	$2.73M	Sell	8,354 -206	-2%	-$71.7K	0.98%	25
2022 Q4	$2.94M	Sell	8,560 -173	-2%	-$60.2K	1.08%	24
2022 Q3	$2.56M	Buy	8,733 +54	+0.6%	+$17.5K	1.05%	25
2022 Q2	$2.58M	Buy	8,679 +95	+1%	+$29.6K	1%	29
2022 Q1	$2.83M	Buy	8,584 +150	+2%	+$53K	0.95%	29
2021 Q4	$3.23M	Sell	8,434 -264	-3%	-$105K	1.01%	25
2021 Q3	$3.29M	Sell	8,698 -104	-1%	-$40.6K	1.12%	22
2021 Q2	$3.34M	Sell	8,802 -243	-3%	-$87K	1.13%	22
2021 Q1	$2.96M	Sell	9,045 -299	-3%	-$93.1K	1.07%	24
2020 Q4	$2.46M	Buy	9,344 +67	+0.7%	+$14.9K	0.98%	26
2020 Q3	$1.86M	Buy	9,277 +5	+0.1%	+$1.02K	0.84%	33
2020 Q2	$1.83M	Buy	9,272 +537	+6%	+$101K	0.88%	32
2020 Q1	$1.35M	Buy	8,735 +545	+7%	+$116K	0.78%	44
2019 Q4	$1.88M	Buy	8,190 +262	+3%	+$56.9K	0.82%	37
2019 Q3	$1.64M	Buy	7,928 +92	+1%	+$19.2K	0.8%	42
2019 Q2	$1.61M	Buy	7,836 +434	+6%	+$85.9K	0.82%	40
2019 Q1	$1.42M	Buy	7,402 +323	+5%	+$62.3K	0.74%	46
2018 Q4	$1.18M	Buy	7,079 +785	+12%	+$158K	0.7%	49
2018 Q3	$1.41M	Sell	6,294 -125	-2%	-$29.1K	0.75%	47
2018 Q2	$1.42M	Buy	6,419 +295	+5%	+$70.3K	0.79%	43
2018 Q1	$1.54M	Sell	6,124 -390	-6%	-$102K	0.89%	38
2017 Q4	$1.66M	Sell	6,514 -110	-2%	-$27K	0.95%	32
2017 Q3	$1.57M	Sell	6,624 -62	-0.9%	-$14K	0.93%	35
2017 Q2	$1.48M	Sell	6,686 -180	-3%	-$40K	0.98%	34
2017 Q1	$1.58M	Sell	6,866 -395	-5%	-$95.4K	1.01%	34
2016 Q4	$1.74M	Sell	7,261 -102	-1%	-$20.7K	1.16%	33
2016 Q3	$1.19M	Buy	7,363 +109	+2%	+$17.7K	0.82%	44
2016 Q2	$1.08M	Sell	7,254 -150	-2%	-$23.4K	0.8%	44
2016 Q1	$1.16M	Buy	7,404 +115	+2%	+$17.8K	0.76%	45
2015 Q4	$1.31M	Sell	7,289 -30	-0.4%	-$5.58K	0.88%	40
2015 Q3	$1.27M	Sell	7,319 -220	-3%	-$43.1K	0.96%	35
2015 Q2	$1.57M	Buy	7,539 +75	+1%	+$15.3K	1.11%	28
2015 Q1	$1.4M	Sell	7,464 -82	-1%	-$15.3K	0.97%	35
2014 Q4	$1.46M	Sell	7,546 -225	-3%	-$42.3K	1.04%	33
2014 Q3	$1.43M	Hold	7,771	–	–	1.1%	27
2014 Q2	$1.3M	Sell	7,771 -1,317	-14%	-$213K	1%	34
2014 Q1	$1.34M	Buy	9,088 +1,660	+22%	+$279K	1.2%	29
2013 Q4	$1.32M	Hold	7,428	–	–	1.07%	29
2013 Q3	$1.18M	Sell	7,428 -1,550	-17%	-$250K	1.02%	34
2013 Q2	$1.36M	Buy	+8,978	New	+$1.37M	1%	25

Other funds holding GS

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) 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

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

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

Triangle Securities Wealth Management's GS Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Goldman Sachs (GS) stake by 1.8% in Q2 2026, selling an estimated $117K and leaving 6,529 shares worth $6.6M. The position accounts for 1.31% of the portfolio, ranked #19.

Triangle Securities Wealth Management first reported a position in GS in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.4M in Q2 2025. 802 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Triangle Securities Wealth Management held 6,529 shares of Goldman Sachs worth $6.6M as of Q2 2026.
Triangle Securities Wealth Management sold 120 Goldman Sachs shares in Q2 2026, an estimated $117K.
Goldman Sachs made up 1.31% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #19 holding.
Triangle Securities Wealth Management first reported a position in Goldman Sachs in Q2 2013 and has held it in 53 quarters since.
Triangle Securities Wealth Management's Goldman Sachs position peaked at $8.4M in Q2 2025.
802 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.