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ORG Wealth Partners’s Goldman Sachs GS Stock Holding History

ORG Wealth 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
2026
Q2 		$538K Sell
530
-5
-0.9% -$4.88K 0.08% 140
2026
Q1 		$453K Sell
535
-68
-11% -$60.7K 0.09% 138
2025
Q4 		$531K Sell
603
-155
-20% -$126K 0.12% 118
2025
Q3 		$605K Buy
758
+122
+19% +$90.4K 0.13% 108
2025
Q2 		$450K Buy
636
+58
+10% +$33.6K 0.11% 124
2025
Q1 		$318K Buy
+578
New +$348K 0.1% 155
2024
Q4 		– Sell
-171
Closed -$84.7K – 517
2024
Q3 		$84.7K Buy
+171
New +$83.6K 0.03% 206

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

ORG Wealth Partners's GS Position: Q2 2026 in Review

ORG Wealth Partners reduced its Goldman Sachs (GS) stake by 0.93% in Q2 2026, selling an estimated $4.88K and leaving 530 shares worth $538K. The position accounts for 0.08% of the portfolio, ranked #140.

ORG Wealth Partners first reported a position in GS in Q3 2024 and has held it in 7 quarters since. The position peaked at $605K in Q3 2025. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • ORG Wealth Partners held 530 shares of Goldman Sachs worth $538K as of Q2 2026.
  • ORG Wealth Partners sold 5 Goldman Sachs shares in Q2 2026, an estimated $4.88K.
  • Goldman Sachs made up 0.08% of ORG Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • ORG Wealth Partners first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Goldman Sachs position peaked at $605K in Q3 2025.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.