Obermeyer Wealth Partners’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.17M Buy
1,383
+740
+115% +$660K 0.05% 103
2025
Q4
$565K Buy
643
+55
+9% +$44.9K 0.03% 160
2025
Q3
$468K Buy
588
+17
+3% +$12.6K 0.02% 175
2025
Q2
$404K Buy
571
+17
+3% +$9.85K 0.02% 183
2025
Q1
$303K Buy
554
+189
+52% +$114K 0.02% 203
2024
Q4
$209K Buy
+365
New +$204K 0.01% 247
2023
Q4
Sell
-632
Closed -$204K 222
2023
Q3
$204K Buy
+632
New +$211K 0.02% 206
2023
Q2
Sell
-1,068
Closed -$349K 223
2023
Q1
$349K Sell
1,068
-143
-12% -$49.8K 0.03% 141
2022
Q4
$416K Sell
1,211
-994
-45% -$346K 0.03% 130
2022
Q3
$646K Buy
2,205
+1,000
+83% +$324K 0.05% 88
2022
Q2
$358K Sell
1,205
-510
-30% -$159K 0.03% 131
2022
Q1
$566K Sell
1,715
-142,539
-99% -$50.3M 0.03% 117
2021
Q4
$55.2M Sell
144,254
-961
-0.7% -$380K 2.96% 12
2021
Q3
$54.9M Sell
145,215
-3,098
-2% -$1.21M 3.04% 7
2021
Q2
$56.3M Sell
148,313
-2,067
-1% -$740K 3.13% 5
2021
Q1
$49.2M Sell
150,380
-3,471
-2% -$1.08M 3.02% 8
2020
Q4
$40.6M Buy
153,851
+554
+0.4% +$123K 2.69% 21
2020
Q3
$30.8M Buy
153,297
+1,623
+1% +$330K 2.31% 23
2020
Q2
$30M Sell
151,674
-35
-0% -$6.57K 2.53% 22
2020
Q1
$23.5M Sell
151,709
-221
-0.1% -$46.9K 2.51% 21
2019
Q4
$34.9M Sell
151,930
-797
-0.5% -$173K 3.09% 13
2019
Q3
$31.6M Sell
152,727
-12,231
-7% -$2.56M 2.93% 14
2019
Q2
$33.8M Sell
164,958
-2,371
-1% -$469K 3.04% 14
2019
Q1
$32.1M Sell
167,329
-2,019
-1% -$390K 3.02% 17
2018
Q4
$28.3M Sell
169,348
-7,625
-4% -$1.54M 2.86% 19
2018
Q3
$39.7M Sell
176,973
-2,370
-1% -$551K 3.35% 11
2018
Q2
$39.6M Sell
179,343
-10,089
-5% -$2.41M 3.52% 9
2018
Q1
$47.7M Sell
189,432
-10,863
-5% -$2.83M 4.33% 5
2017
Q4
$51M Sell
200,295
-423
-0.2% -$104K 4.43% 7
2017
Q3
$47.6M Sell
200,718
-12,826
-6% -$2.89M 4.12% 5
2017
Q2
$47.4M Sell
213,544
-2,424
-1% -$539K 4.2% 6
2017
Q1
$49.6M Sell
215,968
-1,858
-0.9% -$449K 4.57% 4
2016
Q4
$52.2M Sell
217,826
-7,895
-3% -$1.6M 4.99% 2
2016
Q3
$36.4M Sell
225,721
-3,680
-2% -$598K 3.49% 9
2016
Q2
$34.1M Sell
229,401
-4,102
-2% -$640K 3.39% 9
2016
Q1
$36.7M Buy
233,503
+3,947
+2% +$610K 3.4% 11
2015
Q4
$41.4M Buy
+229,556
New +$42.7M 3.77% 12

Other funds holding GS

Obermeyer Wealth Partners's GS Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Goldman Sachs (GS) stake by 115% in Q1 2026, buying an estimated $660K and bringing the position to 1,383 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #103.

Obermeyer Wealth Partners first reported a position in GS in Q4 2015 and has held it in 37 quarters since. The position peaked at $56.3M in Q2 2021. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Obermeyer Wealth Partners held 1,383 shares of Goldman Sachs worth $1.17M as of Q1 2026.
  • Obermeyer Wealth Partners bought 740 Goldman Sachs shares in Q1 2026, an estimated $660K.
  • Goldman Sachs made up 0.05% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #103 holding.
  • Obermeyer Wealth Partners first reported a position in Goldman Sachs in Q4 2015 and has held it in 37 quarters since.
  • Obermeyer Wealth Partners's Goldman Sachs position peaked at $56.3M in Q2 2021.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.