OCPWS
GS icon

One Charles Private Wealth Services’s Goldman Sachs GS Stock Holding History

One Charles Private Wealth 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 		$405K Buy
401
+5
+1% +$4.88K 0.09% 113
2026
Q1 		$335K Buy
396
+100
+34% +$89.2K 0.08% 121
2025
Q4 		$260K Buy
296
+10
+3% +$8.16K 0.07% 137
2025
Q3 		$228K Buy
+286
New +$212K 0.06% 146

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

One Charles Private Wealth Services's GS Position: Q2 2026 in Review

One Charles Private Wealth Services increased its Goldman Sachs (GS) stake by 1.3% in Q2 2026, buying an estimated $4.88K and bringing the position to 401 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #113.

One Charles Private Wealth Services first reported a position in GS in Q3 2025 and has held it in 4 quarters since. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • One Charles Private Wealth Services held 401 shares of Goldman Sachs worth $405K as of Q2 2026.
  • One Charles Private Wealth Services bought 5 Goldman Sachs shares in Q2 2026, an estimated $4.88K.
  • Goldman Sachs made up 0.09% of One Charles Private Wealth Services's portfolio in Q2 2026, its #113 holding.
  • One Charles Private Wealth Services first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • 549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.