Trivest Advisors’s Goldman Sachs GS Stock Holding History

Trivest 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
2025 Q1	–	Sell	-71,820	Closed	-$41.1M	–	36
2024 Q4	$41.1M	Buy	71,820 +56,820	+379%	+$31.7M	1.87%	20
2024 Q3	$7.43M	Buy	+15,000	New	+$7.34M	0.42%	22

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Trivest Advisors's GS Position: Q1 2025 in Review

Trivest Advisors sold out of Goldman Sachs (GS) in Q1 2025, closing a stake of 71,820 shares — an estimated $41.1M sold.

Trivest Advisors first reported a position in GS in Q3 2024 and held it in 2 quarters. The position peaked at $41.1M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

Trivest Advisors reported no remaining Goldman Sachs position as of Q1 2025 after selling out during the quarter.
Trivest Advisors sold 71,820 Goldman Sachs shares in Q1 2025, an estimated $41.1M.
Trivest Advisors first reported a position in Goldman Sachs in Q3 2024 and held it in 2 quarters.
Trivest Advisors's Goldman Sachs position peaked at $41.1M in Q4 2024.
2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Trivest Advisors's 13F filing for Q1 2025, filed 8 May 2025.