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Brandywine Oak Private Wealth’s Goldman Sachs GS Stock Holding History

Brandywine Oak Private Wealth’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 		$1.15M Sell
1,134
-11
-1% -$10.7K 0.09% 108
2026
Q1 		$969K Buy
1,145
+9
+0.8% +$8.03K 0.08% 110
2025
Q4 		$999K Buy
1,136
+14
+1% +$11.4K 0.08% 108
2025
Q3 		$894K Buy
1,122
+1
+0.1% +$741 0.08% 110
2025
Q2 		$793K Sell
1,121
-14
-1% -$8.11K 0.07% 118
2025
Q1 		$620K Sell
1,135
-8
-0.7% -$4.81K 0.06% 131
2024
Q4 		$655K Buy
1,143
+96
+9% +$53.5K 0.06% 130
2024
Q3 		$518K Buy
1,047
+10
+1% +$4.89K 0.05% 148
2024
Q2 		$469K Buy
1,037
+25
+2% +$11K 0.05% 155
2024
Q1 		$423K Sell
1,012
-20
-2% -$7.76K 0.04% 160
2023
Q4 		$398K Buy
1,032
+19
+2% +$6.34K 0.04% 165
2023
Q3 		$328K Buy
1,013
+11
+1% +$3.67K 0.04% 178
2023
Q2 		$323K Sell
1,002
-172
-15% -$56.5K 0.04% 190
2023
Q1 		$384K Sell
1,174
-33
-3% -$11.5K 0.04% 178
2022
Q4 		$414K Sell
1,207
-170
-12% -$59.2K 0.05% 170
2022
Q3 		$403K Sell
1,377
-32
-2% -$10.4K 0.05% 178
2022
Q2 		$418K Sell
1,409
-48
-3% -$14.9K 0.05% 195
2022
Q1 		$431K Buy
1,457
+175
+14% +$61.8K 0.05% 208
2021
Q4 		$490K Buy
1,282
+110
+9% +$43.5K 0.05% 201
2021
Q3 		$443K Buy
1,172
+200
+21% +$78.1K 0.05% 206
2021
Q2 		$368K Buy
972
+230
+31% +$82.3K 0.04% 221
2021
Q1 		$242K Buy
+742
New +$231K 0.04% 242
2020
Q1 		– Sell
-1,021
Closed -$234K – 235
2019
Q4 		$234K Sell
1,021
-63
-6% -$13.7K 0.04% 220
2019
Q3 		$224K Sell
1,084
-20
-2% -$4.18K 0.04% 212
2019
Q2 		$225K Hold
1,104
– – 0.05% 202
2019
Q1 		$211K Sell
1,104
-232
-17% -$44.8K 0.04% 204
2018
Q4 		$223K Buy
+1,336
New +$270K 0.05% 187

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

Brandywine Oak Private Wealth's GS Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Goldman Sachs (GS) stake by 0.96% in Q2 2026, selling an estimated $10.7K and leaving 1,134 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #108.

Brandywine Oak Private Wealth first reported a position in GS in Q4 2018 and has held it in 27 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Brandywine Oak Private Wealth held 1,134 shares of Goldman Sachs worth $1.15M as of Q2 2026.
  • Brandywine Oak Private Wealth sold 11 Goldman Sachs shares in Q2 2026, an estimated $10.7K.
  • Goldman Sachs made up 0.09% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #108 holding.
  • Brandywine Oak Private Wealth first reported a position in Goldman Sachs in Q4 2018 and has held it in 27 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.