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Orion Capital Management’s Goldman Sachs GS Stock Holding History

Orion Capital 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
Q2 		$278K Hold
275
– – 0.09% 132
2026
Q1 		$233K Sell
275
-14
-5% -$12.5K 0.08% 135
2025
Q4 		$254K Hold
289
– – 0.09% 132
2025
Q3 		$230K Hold
289
– – 0.08% 143
2025
Q2 		$205K Hold
289
– – 0.08% 136
2025
Q1 		$158K Sell
289
-1
-0.3% -$602 0.07% 145
2024
Q4 		$166K Buy
+290
New +$162K 0.07% 133
2024
Q3 		– Sell
-290
Closed -$131K – 269
2024
Q2 		$131K Hold
290
– – 0.07% 137
2024
Q1 		$121K Hold
290
– – 0.06% 148
2023
Q4 		$112K Buy
290
+3
+1% +$1K 0.07% 158
2023
Q3 		$92.9K Buy
+287
New +$95.9K 0.06% 162
2023
Q2 		– Sell
-487
Closed -$159K – 264
2023
Q1 		$159K Hold
487
– – 0.11% 131
2022
Q4 		$167K Hold
487
– – 0.12% 124
2022
Q3 		$143K Hold
487
– – 0.12% 128
2022
Q2 		$145K Buy
487
+400
+460% +$125K 0.11% 121
2022
Q1 		$29K Buy
87
+76
+691% +$26.8K 0.02% 245
2021
Q4 		$4K Hold
11
– – ﹤0.01% 354
2021
Q3 		$4K Hold
11
– – ﹤0.01% 346
2021
Q2 		$4K Hold
11
– – ﹤0.01% 284
2021
Q1 		$4K Hold
11
– – ﹤0.01% 274
2020
Q4 		$3K Buy
+11
New +$2.45K ﹤0.01% 280

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

Orion Capital Management's GS Position: Q2 2026 in Review

Orion Capital Management held its Goldman Sachs (GS) position steady in Q2 2026 at 275 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #132.

Orion Capital Management first reported a position in GS in Q4 2020 and has held it in 21 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Orion Capital Management held 275 shares of Goldman Sachs worth $278K as of Q2 2026.
  • Orion Capital Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.09% of Orion Capital Management's portfolio in Q2 2026, its #132 holding.
  • Orion Capital Management first reported a position in Goldman Sachs in Q4 2020 and has held it in 21 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.