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

Live 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
Q1 		$1.63M Sell
1,932
-180
-9% -$161K 0.23% 84
2025
Q4 		$1.86M Sell
2,112
-29
-1% -$23.7K 0.25% 80
2025
Q3 		$1.7M Sell
2,141
-50
-2% -$37K 0.24% 82
2025
Q2 		$1.55M Buy
2,191
+1
+0% +$579 0.23% 85
2025
Q1 		$1.2M Sell
2,190
-42
-2% -$25.3K 0.19% 86
2024
Q4 		$1.28M Sell
2,232
-86
-4% -$48K 0.21% 85
2024
Q3 		$1.15M Sell
2,318
-304
-12% -$149K 0.19% 85
2024
Q2 		$1.19M Sell
2,622
-26
-1% -$11.4K 0.2% 85
2024
Q1 		$1.11M Sell
2,648
-50
-2% -$19.4K 0.19% 86
2023
Q4 		$1.04M Buy
2,698
+1
+0% +$334 0.2% 85
2023
Q3 		$873K Sell
2,697
-33
-1% -$11K 0.19% 86
2023
Q2 		$881K Sell
2,730
-129
-5% -$42.4K 0.18% 86
2023
Q1 		$935K Sell
2,859
-505
-15% -$176K 0.19% 85
2022
Q4 		$1.15M Buy
3,364
+1
+0% +$348 0.24% 81
2022
Q3 		$985K Buy
3,363
+1
+0% +$324 0.22% 81
2022
Q2 		$998K Sell
3,362
-557
-14% -$173K 0.21% 86
2022
Q1 		$1.29M Buy
3,919
+1,126
+40% +$398K 0.25% 80
2021
Q4 		$1.07M Hold
2,793
– – 0.2% 90
2021
Q3 		$1.06M Sell
2,793
-70
-2% -$27.3K 0.21% 89
2021
Q2 		$1.09M Buy
2,863
+183
+7% +$65.5K 0.24% 82
2021
Q1 		$876K Sell
2,680
-176
-6% -$54.8K 0.22% 87
2020
Q4 		$753K Buy
2,856
+437
+18% +$97.3K 0.21% 80
2020
Q3 		$486K Buy
2,419
+301
+14% +$61.2K 0.17% 86
2020
Q2 		$419K Buy
2,118
+160
+8% +$30K 0.15% 91
2020
Q1 		$303K Buy
1,958
+149
+8% +$31.6K 0.31% 56
2019
Q4 		$416K Buy
+1,809
New +$393K 0.4% 47

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Live Oak Private Wealth's GS Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Goldman Sachs (GS) stake by 8.5% in Q1 2026, selling an estimated $161K and leaving 1,932 shares worth $1.63M. The position accounts for 0.23% of the portfolio, ranked #84.

Live Oak Private Wealth first reported a position in GS in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.86M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Live Oak Private Wealth held 1,932 shares of Goldman Sachs worth $1.63M as of Q1 2026.
  • Live Oak Private Wealth sold 180 Goldman Sachs shares in Q1 2026, an estimated $161K.
  • Goldman Sachs made up 0.23% of Live Oak Private Wealth's portfolio in Q1 2026, its #84 holding.
  • Live Oak Private Wealth first reported a position in Goldman Sachs in Q4 2019 and has held it in 26 quarters since.
  • Live Oak Private Wealth's Goldman Sachs position peaked at $1.86M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.