Corient Private Wealth
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Corient Private Wealth’s Goldman Sachs GS Stock Holding History

Corient 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 		$136M Sell
134,486
-35,056
-21% -$34.2M 0.19% 102
2026
Q1 		$142M Buy
169,542
+4,175
+3% +$3.72M 0.2% 103
2025
Q4 		$145M Buy
165,367
+17,647
+12% +$14.4M 0.2% 111
2025
Q3 		$114M Buy
147,720
+1,399
+1% +$1.04M 0.18% 119
2025
Q2 		$104M Buy
146,321
+218
+0.1% +$126K 0.14% 149
2025
Q1 		$79.8M Sell
146,103
-5,938
-4% -$3.57M 0.13% 165
2024
Q4 		$85.4M Buy
152,041
+1,176
+0.8% +$656K 0.14% 158
2024
Q3 		$74.7M Sell
150,865
-965
-0.6% -$472K 0.12% 180
2024
Q2 		$68.7M Sell
151,830
-3,432
-2% -$1.51M 0.12% 177
2024
Q1 		$64.8M Buy
155,262
+4,368
+3% +$1.7M 0.12% 184
2023
Q4 		$58.2M Sell
150,894
-356
-0.2% -$119K 0.11% 194
2023
Q3 		$48.9M Buy
151,250
+3,404
+2% +$1.14M 0.11% 192
2023
Q2 		$47.7M Buy
147,846
+11,829
+9% +$3.89M 0.11% 191
2023
Q1 		$44.5M Buy
136,017
+16,548
+14% +$5.76M 0.12% 167
2022
Q4 		$41.1M Buy
+119,469
New +$41.6M 0.15% 157

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

Corient Private Wealth's GS Position: Q2 2026 in Review

Corient Private Wealth reduced its Goldman Sachs (GS) stake by 21% in Q2 2026, selling an estimated $34.2M and leaving 134,486 shares worth $136M. The position accounts for 0.19% of the portfolio, ranked #102.

Corient Private Wealth first reported a position in GS in Q4 2022 and has held it in 15 quarters since. The position peaked at $145M in Q4 2025. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Corient Private Wealth held 134,486 shares of Goldman Sachs worth $136M as of Q2 2026.
  • Corient Private Wealth sold 35,056 Goldman Sachs shares in Q2 2026, an estimated $34.2M.
  • Goldman Sachs made up 0.19% of Corient Private Wealth's portfolio in Q2 2026, its #102 holding.
  • Corient Private Wealth first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Goldman Sachs position peaked at $145M in Q4 2025.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.