Delta Investment Management’s Goldman Sachs GS Stock Holding History

Delta Investment 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 Q2	–	Sell	-496	Closed	-$271K	–	247
2025 Q1	$271K	Buy	496 +1	+0.2%	+$602	0.05%	195
2024 Q4	$283K	Sell	495 -199	-29%	-$111K	0.06%	200
2024 Q3	$343K	Buy	694 +199	+40%	+$97.3K	0.07%	169
2024 Q2	$224K	Sell	495 -146	-23%	-$64.1K	0.05%	194
2024 Q1	$268K	Buy	+641	New	+$249K	0.06%	178
2023 Q4	–	Sell	-905	Closed	-$293K	–	205
2023 Q3	$293K	Buy	905 +14	+2%	+$4.68K	0.08%	135
2023 Q2	$287K	Buy	891 +12	+1%	+$3.94K	0.08%	145
2023 Q1	$288K	Sell	879 -2	-0.2%	-$696	0.08%	142
2022 Q4	$303K	Buy	881 +2	+0.2%	+$696	0.1%	135
2022 Q3	$258K	Buy	+879	New	+$285K	0.11%	134

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Delta Investment Management's GS Position: Q2 2025 in Review

Delta Investment Management sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 496 shares — an estimated $271K sold.

Delta Investment Management first reported a position in GS in Q3 2022 and held it in 10 quarters. The position peaked at $343K in Q3 2024. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

Delta Investment Management reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
Delta Investment Management sold 496 Goldman Sachs shares in Q2 2025, an estimated $271K.
Delta Investment Management first reported a position in Goldman Sachs in Q3 2022 and held it in 10 quarters.
Delta Investment Management's Goldman Sachs position peaked at $343K in Q3 2024.
2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Delta Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.