Trivium Point Advisory’s Goldman Sachs GS Stock Holding History

Trivium Point Advisory’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 Q1	$604K	Sell	714 -797	-53%	-$711K	0.11%	174
2025 Q4	$1.33M	Buy	1,511 +19	+1%	+$15.5K	0.13%	152
2025 Q3	$1.19M	Sell	1,492 -202	-12%	-$150K	0.12%	161
2025 Q2	$1.2M	Buy	1,694 +770	+83%	+$446K	0.13%	158
2025 Q1	$505K	Buy	924 +120	+15%	+$72.2K	0.06%	225
2024 Q4	$460K	Buy	804 +239	+42%	+$133K	0.06%	231
2024 Q3	$336K	Buy	565 +63	+13%	+$30.8K	0.05%	262
2024 Q2	$227K	Buy	+502	New	+$220K	0.03%	280
2022 Q1	–	Sell	-530	Closed	-$203K	–	238
2021 Q4	$203K	Buy	+530	New	+$210K	0.04%	232

Other funds holding GS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trivium Point Advisory's GS Position: Q1 2026 in Review

Trivium Point Advisory reduced its Goldman Sachs (GS) stake by 53% in Q1 2026, selling an estimated $711K and leaving 714 shares worth $604K. The position accounts for 0.11% of the portfolio, ranked #174.

Trivium Point Advisory first reported a position in GS in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.33M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Trivium Point Advisory held 714 shares of Goldman Sachs worth $604K as of Q1 2026.
Trivium Point Advisory sold 797 Goldman Sachs shares in Q1 2026, an estimated $711K.
Goldman Sachs made up 0.11% of Trivium Point Advisory's portfolio in Q1 2026, its #174 holding.
Trivium Point Advisory first reported a position in Goldman Sachs in Q4 2021 and has held it in 9 quarters since.
Trivium Point Advisory's Goldman Sachs position peaked at $1.33M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.