OHWP
GSC icon

Oak Harbor Wealth Partners’s Goldman Sachs Small Cap Equity ETF GSC Stock Holding History

Oak Harbor Wealth Partners’s Portfolio GSC Stock Details GSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,713
Closed -$1.1M – 283
2025
Q3 		$1.1M Buy
20,713
+636
+3% +$33.2K 0.27% 84
2025
Q2 		$1.01M Buy
20,077
+2,853
+17% +$135K 0.27% 83
2025
Q1 		$803K Buy
17,224
+79
+0.5% +$3.98K 0.23% 92
2024
Q4 		$879K Buy
+17,145
New +$916K 0.25% 88

Other funds holding GSC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Oak Harbor Wealth Partners's GSC Position: Q4 2025 in Review

Oak Harbor Wealth Partners sold out of Goldman Sachs Small Cap Equity ETF (GSC) in Q4 2025, closing a stake of 20,713 shares — an estimated $1.1M sold.

Oak Harbor Wealth Partners first reported a position in GSC in Q4 2024 and held it in 4 quarters. The position peaked at $1.1M in Q3 2025. 32 funds tracked by Wall St. Rank hold GSC as of Q4 2025.

  • Oak Harbor Wealth Partners reported no remaining Goldman Sachs Small Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 20,713 Goldman Sachs Small Cap Equity ETF shares in Q4 2025, an estimated $1.1M.
  • Oak Harbor Wealth Partners first reported a position in Goldman Sachs Small Cap Equity ETF in Q4 2024 and held it in 4 quarters.
  • Oak Harbor Wealth Partners's Goldman Sachs Small Cap Equity ETF position peaked at $1.1M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Goldman Sachs Small Cap Equity ETF as of Q4 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2025, filed 2 Feb 2026.