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One Wealth Advisors’s Goldman Sachs GS Stock Holding History

One 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 		$852K Hold
842
– – 0.09% 113
2026
Q1 		$712K Buy
842
+52
+7% +$46.4K 0.09% 124
2025
Q4 		$694K Hold
790
– – 0.08% 130
2025
Q3 		$629K Sell
790
-274
-26% -$203K 0.08% 137
2025
Q2 		$753K Sell
1,064
-34
-3% -$19.7K 0.1% 114
2025
Q1 		$600K Buy
1,098
+438
+66% +$264K 0.09% 133
2024
Q4 		$378K Sell
660
-198
-23% -$110K 0.06% 159
2024
Q3 		$425K Buy
858
+2
+0.2% +$978 0.07% 153
2024
Q2 		$420K Sell
856
-14
-2% -$6.14K 0.09% 125
2024
Q1 		$363K Buy
+870
New +$338K 0.06% 159
2023
Q1 		– Sell
-289
Closed -$99.2K – 356
2022
Q4 		$99.2K Sell
289
-547
-65% -$190K 0.02% 294
2022
Q3 		$245K Buy
+836
New +$271K 0.08% 139
2018
Q4 		– Sell
-41
Closed -$9K – 253
2018
Q3 		$9K Buy
41
+5
+14% +$1.16K 0.01% 355
2018
Q2 		$8K Sell
36
-952
-96% -$227K 0.01% 352
2018
Q1 		$249K Sell
988
-617
-38% -$161K 0.22% 93
2017
Q4 		$409K Buy
+1,605
New +$394K 0.33% 42

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

One Wealth Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 842 shares worth $852K. The position accounts for 0.09% of the portfolio, ranked #113.

One Wealth Advisors first reported a position in GS in Q4 2017 and has held it in 16 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • One Wealth Advisors held 842 shares of Goldman Sachs worth $852K as of Q2 2026.
  • One Wealth Advisors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.09% of One Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • One Wealth Advisors first reported a position in Goldman Sachs in Q4 2017 and has held it in 16 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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