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Opal Wealth Advisors’s Goldman Sachs GS Stock Holding History

Opal 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 		$1.43M Buy
1,410
+1,063
+306% +$1.04M 0.31% 37
2026
Q1 		$294K Sell
347
-15
-4% -$13.4K 0.07% 152
2025
Q4 		$318K Buy
362
+5
+1% +$4.08K 0.08% 151
2025
Q3 		$284K Sell
357
-272
-43% -$202K 0.08% 150
2025
Q2 		$445K Buy
629
+93
+17% +$53.9K 0.12% 88
2025
Q1 		$293K Sell
536
-150
-22% -$90.3K 0.09% 123
2024
Q4 		$393K Buy
686
+38
+6% +$21.2K 0.12% 107
2024
Q3 		$321K Sell
648
-60
-8% -$29.3K 0.1% 115
2024
Q2 		$320K Buy
+708
New +$311K 0.1% 119

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Opal Wealth Advisors increased its Goldman Sachs (GS) stake by 306% in Q2 2026, buying an estimated $1.04M and bringing the position to 1,410 shares worth $1.43M. The position accounts for 0.31% of the portfolio, ranked #37.

Opal Wealth Advisors first reported a position in GS in Q2 2024 and has held it in 9 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Opal Wealth Advisors held 1,410 shares of Goldman Sachs worth $1.43M as of Q2 2026.
  • Opal Wealth Advisors bought 1,063 Goldman Sachs shares in Q2 2026, an estimated $1.04M.
  • Goldman Sachs made up 0.31% of Opal Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Opal Wealth Advisors first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.