TruNorth Capital Management’s Goldman Sachs GS Stock Holding History

TruNorth Capital 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
2025 Q4	–	Sell	-73	Closed	-$58.1K	–	234
2025 Q3	$58.1K	Sell	73 -10	-12%	-$7.41K	0.01%	167
2025 Q2	$58.7K	Hold	83	–	–	0.01%	152
2025 Q1	$45.3K	Hold	83	–	–	0.01%	221
2024 Q4	$47.5K	Hold	83	–	–	0.01%	153
2024 Q3	$41.1K	Buy	83 +9	+12%	+$4.4K	0.01%	169
2024 Q2	$33.5K	Buy	74 +41	+124%	+$18K	0.01%	158
2024 Q1	$13.8K	Buy	+33	New	+$12.8K	﹤0.01%	166

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

TruNorth Capital Management's GS Position: Q4 2025 in Review

TruNorth Capital Management sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 73 shares — an estimated $58.1K sold.

TruNorth Capital Management first reported a position in GS in Q1 2024 and held it in 7 quarters. The position peaked at $58.7K in Q2 2025. 3,016 funds tracked by Wall St. Rank hold GS as of Q4 2025.

TruNorth Capital Management reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 73 Goldman Sachs shares in Q4 2025, an estimated $58.1K.
TruNorth Capital Management first reported a position in Goldman Sachs in Q1 2024 and held it in 7 quarters.
TruNorth Capital Management's Goldman Sachs position peaked at $58.7K in Q2 2025.
3,016 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.