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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
Q2 		$1.43M Hold
1,416
– – 0.53% 54
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
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

Oak Harbor Wealth Partners's GS Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its Goldman Sachs (GS) position steady in Q2 2026 at 1,416 shares worth $1.43M. The position accounts for 0.53% of the portfolio, ranked #54.

Oak Harbor Wealth Partners first reported a position in GS in Q4 2021 and has held it in 19 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Oak Harbor Wealth Partners held 1,416 shares of Goldman Sachs worth $1.43M as of Q2 2026.
  • Oak Harbor Wealth Partners left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.53% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • Oak Harbor Wealth Partners first reported a position in Goldman Sachs in Q4 2021 and has held it in 19 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.