ORG Partners’s Goldman Sachs GS Stock Holding History

ORG Partners’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
2025 Q4	$769K	Buy	875 +29	+3%	+$23.7K	0.14%	146
2025 Q3	$674K	Buy	846 +175	+26%	+$130K	0.12%	161
2025 Q2	$474K	Buy	671 +67	+11%	+$38.8K	0.1%	180
2025 Q1	$331K	Sell	604 -864	-59%	-$520K	0.08%	193
2024 Q4	$842K	Sell	1,468 -10	-0.7%	-$5.58K	0.11%	128
2024 Q3	$733K	Sell	1,478 -211	-12%	-$103K	0.12%	127
2024 Q2	$783K	Buy	1,689 +1,369	+428%	+$601K	0.1%	176
2024 Q1	$132K	Sell	320 -1,198	-79%	-$465K	0.25%	61
2023 Q4	$586K	Buy	1,518 +380	+33%	+$127K	0.1%	166
2023 Q3	$368K	Sell	1,138 -371	-25%	-$124K	0.11%	192
2023 Q2	$493K	Buy	+1,509	New	+$496K	0.08%	217

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return