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OakTrust Wealth Advisors’s Goldman Sachs GS Stock Holding History

OakTrust Wealth Advisors’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 		$386K Sell
382
-13
-3% -$12.7K 0.33% 44
2026
Q1 		$334K Sell
395
-2
-0.5% -$1.78K 0.3% 44
2025
Q4 		$349K Buy
+397
New +$324K 0.32% 46

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

OakTrust Wealth Advisors's GS Position: Q2 2026 in Review

OakTrust Wealth Advisors reduced its Goldman Sachs (GS) stake by 3.3% in Q2 2026, selling an estimated $12.7K and leaving 382 shares worth $386K. The position accounts for 0.33% of the portfolio, ranked #44.

OakTrust Wealth Advisors first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 3,151 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • OakTrust Wealth Advisors held 382 shares of Goldman Sachs worth $386K as of Q2 2026.
  • OakTrust Wealth Advisors sold 13 Goldman Sachs shares in Q2 2026, an estimated $12.7K.
  • Goldman Sachs made up 0.33% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • OakTrust Wealth Advisors first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 3,151 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.