Orca Wealth Management
GS icon

Orca Wealth Management’s Goldman Sachs GS Stock Holding History

Orca Wealth Management’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
Q3 		$235K Hold
261
– – 0.14% 73
2026
Q2 		$264K Hold
261
– – 0.16% 68
2026
Q1 		$221K Buy
261
+1
+0.4% +$892 0.16% 66
2025
Q4 		$245K Hold
260
– – 0.18% 65
2025
Q3 		$207K Buy
+260
New +$193K 0.16% 68

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Orca Wealth Management's GS Position: Q3 2026 in Review

Orca Wealth Management held its Goldman Sachs (GS) position steady in Q3 2026 at 261 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #73.

Orca Wealth Management first reported a position in GS in Q3 2025 and has held it in 5 quarters since. The position peaked at $264K in Q2 2026. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Orca Wealth Management held 261 shares of Goldman Sachs worth $235K as of Q3 2026.
  • Orca Wealth Management left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.14% of Orca Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Orca Wealth Management first reported a position in Goldman Sachs in Q3 2025 and has held it in 5 quarters since.
  • Orca Wealth Management's Goldman Sachs position peaked at $264K in Q2 2026.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.