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Trueblood Wealth Management’s Goldman Sachs GS Stock Holding History

Trueblood Wealth Management’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 		$2.35M Buy
2,328
+43
+2% +$41.9K 0.82% 27
2026
Q1 		$1.93M Sell
2,285
-50
-2% -$44.6K 0.76% 27
2025
Q4 		$2.05M Buy
2,335
+22
+1% +$18K 0.8% 24
2025
Q3 		$1.84M Buy
2,313
+44
+2% +$32.6K 0.72% 30
2025
Q2 		$1.61M Buy
2,269
+299
+15% +$173K 0.67% 38
2025
Q1 		$1.08M Sell
1,970
-399
-17% -$240K 0.5% 64
2024
Q4 		$1.36M Sell
2,369
-48
-2% -$26.8K 0.67% 37
2024
Q3 		$1.2M Sell
2,417
-26
-1% -$12.7K 0.6% 45
2024
Q2 		$1.11M Sell
2,443
-12
-0.5% -$5.27K 0.62% 46
2024
Q1 		$1.03M Sell
2,455
-108
-4% -$41.9K 0.59% 52
2023
Q4 		$989K Buy
+2,563
New +$855K 0.62% 47

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

Trueblood Wealth Management's GS Position: Q2 2026 in Review

Trueblood Wealth Management increased its Goldman Sachs (GS) stake by 1.9% in Q2 2026, buying an estimated $41.9K and bringing the position to 2,328 shares worth $2.35M. The position accounts for 0.82% of the portfolio, ranked #27.

Trueblood Wealth Management first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Trueblood Wealth Management held 2,328 shares of Goldman Sachs worth $2.35M as of Q2 2026.
  • Trueblood Wealth Management bought 43 Goldman Sachs shares in Q2 2026, an estimated $41.9K.
  • Goldman Sachs made up 0.82% of Trueblood Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Trueblood Wealth Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.