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True Wealth Design’s Goldman Sachs GS Stock Holding History

True Wealth Design’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 		$64.7K Buy
64
+11
+21% +$10.7K 0.02% 399
2026
Q1 		$44.8K Buy
53
+11
+26% +$9.81K 0.01% 435
2025
Q4 		$36.9K Sell
42
-3
-7% -$2.45K 0.01% 421
2025
Q3 		$36.1K Buy
45
+24
+114% +$17.8K 0.01% 413
2025
Q2 		$15.1K Sell
21
-6
-22% -$3.48K 0.01% 453
2025
Q1 		$15K Buy
27
+24
+800% +$14.4K 0.01% 390
2024
Q4 		$1.94K Buy
+3
New +$1.67K ﹤0.01% 745

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
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

True Wealth Design's GS Position: Q2 2026 in Review

True Wealth Design increased its Goldman Sachs (GS) stake by 21% in Q2 2026, buying an estimated $10.7K and bringing the position to 64 shares worth $64.7K. The position accounts for 0.02% of the portfolio, ranked #399.

True Wealth Design first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • True Wealth Design held 64 shares of Goldman Sachs worth $64.7K as of Q2 2026.
  • True Wealth Design bought 11 Goldman Sachs shares in Q2 2026, an estimated $10.7K.
  • Goldman Sachs made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #399 holding.
  • True Wealth Design first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.