Oak Harbor Wealth Partners’s Goldman Sachs GS Stock Holding History

Oak Harbor Wealth Partners’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	$1.2M	Sell	1,416 -47	-3%	-$41.9K	0.28%	85
2025 Q4	$1.29M	Sell	1,463 -9	-0.6%	-$7.34K	0.31%	77
2025 Q3	$1.17M	Sell	1,472 -15	-1%	-$11.1K	0.29%	77
2025 Q2	$1.05M	Hold	1,487	–	–	0.28%	75
2025 Q1	$812K	Hold	1,487	–	–	0.23%	91
2024 Q4	$851K	Hold	1,487	–	–	0.25%	91
2024 Q3	$736K	Hold	1,487	–	–	0.21%	105
2024 Q2	$673K	Hold	1,487	–	–	0.21%	97
2024 Q1	$621K	Hold	1,487	–	–	0.19%	106
2023 Q4	$574K	Buy	1,487 +129	+9%	+$43.1K	0.19%	104
2023 Q3	$439K	Buy	1,358 +39	+3%	+$13K	0.16%	114
2023 Q2	$425K	Buy	1,319 +131	+11%	+$43.1K	0.15%	122
2023 Q1	$389K	Sell	1,188 -33	-3%	-$11.5K	0.14%	124
2022 Q4	$419K	Buy	1,221 +33	+3%	+$11.5K	0.16%	111
2022 Q3	$348K	Hold	1,188	–	–	0.14%	116
2022 Q2	$353K	Sell	1,188 -10	-0.8%	-$3.11K	0.14%	114
2022 Q1	$395K	Buy	1,198 +314	+36%	+$111K	0.13%	115
2021 Q4	$338K	Buy	+884	New	+$350K	0.12%	123

Other funds holding GS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oak Harbor Wealth Partners's GS Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Goldman Sachs (GS) stake by 3.2% in Q1 2026, selling an estimated $41.9K and leaving 1,416 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #85.

Oak Harbor Wealth Partners first reported a position in GS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Oak Harbor Wealth Partners held 1,416 shares of Goldman Sachs worth $1.2M as of Q1 2026.
Oak Harbor Wealth Partners sold 47 Goldman Sachs shares in Q1 2026, an estimated $41.9K.
Goldman Sachs made up 0.28% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #85 holding.
Oak Harbor Wealth Partners first reported a position in Goldman Sachs in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's Goldman Sachs position peaked at $1.29M in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.