Okabena Investment Services’s Goldman Sachs GS Stock Holding History

Okabena Investment Services’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	$2.75M	Hold	2,720	–	–	0.49%	40
2026 Q1	$2.3M	Buy	2,720 +2	+0.1%	+$1.78K	0.44%	39
2025 Q4	$2.39M	Hold	2,718	–	–	0.46%	40
2025 Q3	$2.16M	Buy	2,718 +5	+0.2%	+$3.71K	0.42%	42
2025 Q2	$1.92M	Buy	2,713 +75	+3%	+$43.5K	0.43%	44
2025 Q1	$1.44M	Sell	2,638 -6	-0.2%	-$3.61K	0.36%	54
2024 Q4	$1.51M	Hold	2,644	–	–	0.42%	51
2024 Q3	$1.31M	Sell	2,644 -662	-20%	-$324K	0.37%	55
2024 Q2	$1.5M	Buy	3,306 +800	+32%	+$351K	0.47%	45
2024 Q1	$1.05M	Sell	2,506 -12	-0.5%	-$4.66K	0.35%	66
2023 Q4	$971K	Buy	+2,518	New	+$840K	0.38%	63
2023 Q1	–	Sell	-1,491	Closed	-$512K	–	215
2022 Q4	$512K	Sell	1,491 -1,009	-40%	-$351K	0.34%	64
2022 Q3	$733K	Buy	2,500 +1,414	+130%	+$458K	0.35%	71
2022 Q2	$323K	Hold	1,086	–	–	0.17%	79
2022 Q1	$358K	Hold	1,086	–	–	0.15%	89
2021 Q4	$415K	Hold	1,086	–	–	0.16%	84
2021 Q3	$411K	Hold	1,086	–	–	0.22%	66
2021 Q2	$412K	Buy	+1,086	New	+$389K	0.19%	61

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Okabena Investment Services's GS Position: Q2 2026 in Review

Okabena Investment Services held its Goldman Sachs (GS) position steady in Q2 2026 at 2,720 shares worth $2.75M. The position accounts for 0.49% of the portfolio, ranked #40.

Okabena Investment Services first reported a position in GS in Q2 2021 and has held it in 18 quarters since. 2,522 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Okabena Investment Services held 2,720 shares of Goldman Sachs worth $2.75M as of Q2 2026.
Okabena Investment Services left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.49% of Okabena Investment Services's portfolio in Q2 2026, its #40 holding.
Okabena Investment Services first reported a position in Goldman Sachs in Q2 2021 and has held it in 18 quarters since.
2,522 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.