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Trinity Legacy Partners’s Goldman Sachs GS Stock Holding History

Trinity Legacy 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 		$5.96M Sell
5,439
-677
-11% -$660K 1.19% 38
2026
Q1 		$5.56M Buy
6,116
+275
+5% +$245K 1.2% 34
2025
Q4 		$5.13M Sell
5,841
-2
-0% -$1.63K 1.18% 38
2025
Q3 		$4.61M Sell
5,843
-31
-0.5% -$23K 1.06% 42
2025
Q2 		$4.16M Buy
5,874
+26
+0.4% +$15.1K 1.01% 44
2025
Q1 		$3.53M Buy
5,848
+3,341
+133% +$2.01M 0.89% 50
2024
Q4 		$1.44M Buy
2,507
+26
+1% +$14.5K 0.37% 65
2024
Q3 		$1.3M Sell
2,481
-3
-0.1% -$1.47K 0.33% 65
2024
Q2 		$1.12M Hold
2,484
– – 0.32% 64
2024
Q1 		$1.04M Sell
2,484
-905
-27% -$351K 0.3% 66
2023
Q4 		$1.31M Sell
3,389
-317
-9% -$106K 0.41% 57
2023
Q3 		$1.2M Sell
3,706
-12,458
-77% -$4.16M 0.41% 58
2023
Q2 		$5.21M Buy
16,164
+237
+1% +$77.9K 1.82% 23
2023
Q1 		$5.21M Sell
15,927
-95
-0.6% -$33.1K 1.96% 19
2022
Q4 		$5.5M Buy
16,022
+406
+3% +$141K 2.19% 14
2022
Q3 		$4.58M Buy
15,616
+430
+3% +$139K 1.96% 17
2022
Q2 		$4.45M Sell
15,186
-176
-1% -$54.8K 1.73% 22
2022
Q1 		$5.07M Buy
15,362
+8,190
+114% +$2.89M 1.71% 24
2021
Q4 		$2.74M Buy
7,172
+706
+11% +$280K 0.93% 37
2021
Q3 		$2.44M Buy
6,466
+216
+3% +$84.4K 0.88% 37
2021
Q2 		$2.35M Buy
6,250
+1,527
+32% +$546K 0.86% 35
2021
Q1 		$1.62M Buy
+4,723
New +$1.47M 0.64% 37

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

Trinity Legacy Partners's GS Position: Q2 2026 in Review

Trinity Legacy Partners reduced its Goldman Sachs (GS) stake by 11% in Q2 2026, selling an estimated $660K and leaving 5,439 shares worth $5.96M. The position accounts for 1.19% of the portfolio, ranked #38.

Trinity Legacy Partners first reported a position in GS in Q1 2021 and has held it in 22 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Trinity Legacy Partners held 5,439 shares of Goldman Sachs worth $5.96M as of Q2 2026.
  • Trinity Legacy Partners sold 677 Goldman Sachs shares in Q2 2026, an estimated $660K.
  • Goldman Sachs made up 1.19% of Trinity Legacy Partners's portfolio in Q2 2026, its #38 holding.
  • Trinity Legacy Partners first reported a position in Goldman Sachs in Q1 2021 and has held it in 22 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.