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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

ORG Wealth Partners's GS Position: Q1 2026 in Review

ORG Wealth Partners reduced its Goldman Sachs (GS) stake by 11% in Q1 2026, selling an estimated $60.7K and leaving 535 shares worth $453K. The position accounts for 0.09% of the portfolio, ranked #138.

ORG Wealth Partners first reported a position in GS in Q3 2024 and has held it in 6 quarters since. The position peaked at $605K in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

ORG Wealth Partners held 535 shares of Goldman Sachs worth $453K as of Q1 2026.
ORG Wealth Partners sold 68 Goldman Sachs shares in Q1 2026, an estimated $60.7K.
Goldman Sachs made up 0.09% of ORG Wealth Partners's portfolio in Q1 2026, its #138 holding.
ORG Wealth Partners first reported a position in Goldman Sachs in Q3 2024 and has held it in 6 quarters since.
ORG Wealth Partners's Goldman Sachs position peaked at $605K in Q3 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.