Trilogy Capital’s Goldman Sachs GS Stock Holding History

Trilogy Capital’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	$5.44M	Buy	5,377 +261	+5%	+$254K	0.21%	83
2026 Q1	$4.33M	Buy	5,116 +187	+4%	+$167K	0.19%	86
2025 Q4	$4.33M	Sell	4,929 -502	-9%	-$410K	0.19%	83
2025 Q3	$4.33M	Sell	5,431 -229	-4%	-$170K	0.2%	75
2025 Q2	$4.01M	Sell	5,660 -296	-5%	-$172K	0.19%	76
2025 Q1	$3.25M	Sell	5,956 -154	-3%	-$92.7K	0.17%	83
2024 Q4	$3.5M	Sell	6,110 -425	-7%	-$237K	0.18%	85
2024 Q3	$3.24M	Sell	6,535 -537	-8%	-$263K	0.16%	99
2024 Q2	$3.2M	Sell	7,072 -88	-1%	-$38.6K	0.17%	93
2024 Q1	$2.99M	Buy	+7,160	New	+$2.78M	0.17%	102

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

Trilogy Capital's GS Position: Q2 2026 in Review

Trilogy Capital increased its Goldman Sachs (GS) stake by 5.1% in Q2 2026, buying an estimated $254K and bringing the position to 5,377 shares worth $5.44M. The position accounts for 0.21% of the portfolio, ranked #83.

Trilogy Capital first reported a position in GS in Q1 2024 and has held it in 10 quarters since. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Trilogy Capital held 5,377 shares of Goldman Sachs worth $5.44M as of Q2 2026.
Trilogy Capital bought 261 Goldman Sachs shares in Q2 2026, an estimated $254K.
Goldman Sachs made up 0.21% of Trilogy Capital's portfolio in Q2 2026, its #83 holding.
Trilogy Capital first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.