Turtle Creek Wealth Advisors’s Goldman Sachs GS Stock Holding History

Turtle Creek Wealth 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
2026 Q3	$1.89M	Sell	2,096 -77	-4%	-$78.8K	0.1%	121
2026 Q2	$2.2M	Buy	2,173 +24	+1%	+$23.4K	0.12%	108
2026 Q1	$1.82M	Buy	2,149 +236	+12%	+$211K	0.14%	103
2025 Q4	$1.68M	Buy	1,913 +80	+4%	+$65.3K	0.13%	111
2025 Q3	$1.46M	Buy	1,833 +784	+75%	+$581K	0.13%	105
2025 Q2	$742K	Buy	+1,049	New	+$608K	0.09%	132
2024 Q4	–	Sell	-706	Closed	-$350K	–	108
2024 Q3	$350K	Buy	706 +140	+25%	+$68.5K	0.07%	124
2024 Q2	$256K	Buy	+566	New	+$248K	0.06%	132
2024 Q1	–	Sell	-516	Closed	-$199K	–	455
2023 Q4	$199K	Buy	+516	New	+$172K	0.06%	147

Other funds holding GS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Turtle Creek Wealth Advisors's GS Position: Q3 2026 in Review

Turtle Creek Wealth Advisors reduced its Goldman Sachs (GS) stake by 3.5% in Q3 2026, selling an estimated $78.8K and leaving 2,096 shares worth $1.89M. The position accounts for 0.1% of the portfolio, ranked #121.

Turtle Creek Wealth Advisors first reported a position in GS in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.2M in Q2 2026. 1,997 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Turtle Creek Wealth Advisors held 2,096 shares of Goldman Sachs worth $1.89M as of Q3 2026.
Turtle Creek Wealth Advisors sold 77 Goldman Sachs shares in Q3 2026, an estimated $78.8K.
Goldman Sachs made up 0.1% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #121 holding.
Turtle Creek Wealth Advisors first reported a position in Goldman Sachs in Q4 2023 and has held it in 9 quarters since.
Turtle Creek Wealth Advisors's Goldman Sachs position peaked at $2.2M in Q2 2026.
1,997 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.