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ORBA Wealth Advisors’s Goldman Sachs GS Stock Holding History

ORBA 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 		$249K Buy
+246
New +$240K 0.21% 75
2025
Q4 		– Sell
-271
Closed -$216K – 82
2025
Q3 		$216K Buy
+271
New +$201K 0.18% 78

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

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

ORBA Wealth Advisors opened a new position in Goldman Sachs (GS) in Q2 2026: 246 shares worth $249K. The stake represents 0.21% of the portfolio and ranks #75 among its holdings. This is a return to the name: ORBA Wealth Advisors previously reported a position in GS as recently as Q3 2025.

ORBA Wealth Advisors first reported a position in GS in Q3 2025 and has held it in 2 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • ORBA Wealth Advisors held 246 shares of Goldman Sachs worth $249K as of Q2 2026.
  • Goldman Sachs was a new ORBA Wealth Advisors position in Q2 2026.
  • Goldman Sachs made up 0.21% of ORBA Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • ORBA Wealth Advisors first reported a position in Goldman Sachs in Q3 2025 and has held it in 2 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.