O'Neil Global Advisors’s Goldman Sachs GS Stock Holding History

O'Neil Global 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	$8.6M	Buy	+8,508	New	+$8.29M	1.92%	14
2026 Q1	–	Sell	-4,496	Closed	-$3.95M	–	27
2025 Q4	$3.95M	Buy	4,496 +22	+0.5%	+$18K	1.36%	13
2025 Q3	$3.56M	Buy	+4,474	New	+$3.32M	0.66%	17
2025 Q2	–	Sell	-712	Closed	-$389K	–	62
2025 Q1	$389K	Sell	712 -5,298	-88%	-$3.19M	0.74%	17
2024 Q4	$3.44M	Buy	6,010 +680	+13%	+$379K	1.01%	10
2024 Q3	$2.64M	Buy	+5,330	New	+$2.61M	0.67%	20
2022 Q1	–	Sell	-1,391	Closed	-$532K	–	79
2021 Q4	$532K	Sell	1,391 -9,988	-88%	-$3.95M	0.88%	23
2021 Q3	$4.3M	Buy	11,379 +2,876	+34%	+$1.12M	3.3%	8
2021 Q2	$3.23M	Buy	8,503 +6,370	+299%	+$2.28M	1.01%	20
2021 Q1	$697K	Buy	+2,133	New	+$664K	0.67%	29

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

O'Neil Global Advisors's GS Position: Q2 2026 in Review

O'Neil Global Advisors opened a new position in Goldman Sachs (GS) in Q2 2026: 8,508 shares worth $8.6M. The stake represents 1.92% of the portfolio and ranks #14 among its holdings. This is a return to the name: O'Neil Global Advisors previously reported a position in GS as recently as Q4 2025.

O'Neil Global Advisors first reported a position in GS in Q1 2021 and has held it in 10 quarters since. 3,147 funds tracked by Wall St. Rank hold GS as of Q2 2026.

O'Neil Global Advisors held 8,508 shares of Goldman Sachs worth $8.6M as of Q2 2026.
Goldman Sachs was a new O'Neil Global Advisors position in Q2 2026.
Goldman Sachs made up 1.92% of O'Neil Global Advisors's portfolio in Q2 2026, its #14 holding.
O'Neil Global Advisors first reported a position in Goldman Sachs in Q1 2021 and has held it in 10 quarters since.
3,147 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on O'Neil Global Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.