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Orion Portfolio Solutions’s Goldman Sachs GS Stock Holding History

Orion Portfolio Solutions’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
Q1 		$7.5M Sell
13,729
-536
-4% -$323K 0.07% 260
2024
Q4 		$8.17M Buy
14,265
+1,335
+10% +$745K 0.08% 226
2024
Q3 		$6.4M Buy
12,930
+1,308
+11% +$640K 0.06% 288
2024
Q2 		$5.26M Buy
11,622
+597
+5% +$262K 0.06% 297
2024
Q1 		$4.6M Buy
11,025
+346
+3% +$134K 0.05% 339
2023
Q4 		$4.15M Buy
10,679
+358
+3% +$119K 0.05% 348
2023
Q3 		$3.34M Buy
10,321
+1,753
+20% +$586K 0.04% 398
2023
Q2 		$2.76M Buy
8,568
+621
+8% +$204K 0.03% 512
2023
Q1 		$2.6M Buy
7,947
+4,070
+105% +$1.42M 0.03% 488
2022
Q4 		$1.33M Buy
3,877
+1,081
+39% +$376K 0.05% 253
2022
Q3 		$819K Buy
2,796
+404
+17% +$131K 0.03% 304
2022
Q2 		$710K Buy
2,392
+491
+26% +$153K 0.03% 318
2022
Q1 		$628K Sell
1,901
-7
-0.4% -$2.47K 0.02% 369
2021
Q4 		$730K Sell
1,908
-71
-4% -$28.1K 0.02% 338
2021
Q3 		$748K Buy
1,979
+158
+9% +$61.7K 0.03% 308
2021
Q2 		$691K Buy
1,821
+308
+20% +$110K 0.03% 294
2021
Q1 		$495K Buy
1,513
+184
+14% +$57.3K 0.02% 326
2020
Q4 		$350K Buy
1,329
+28
+2% +$6.23K 0.02% 358
2020
Q3 		$261K Buy
1,301
+8
+0.6% +$1.63K 0.01% 373
2020
Q2 		$256K Sell
1,293
-511
-28% -$95.9K 0.01% 352
2020
Q1 		$279K Buy
1,804
+245
+16% +$52K 0.02% 268
2019
Q4 		$358K Buy
+1,559
New +$338K 0.03% 245

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Orion Portfolio Solutions's GS Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Goldman Sachs (GS) stake by 3.8% in Q1 2025, selling an estimated $323K and leaving 13,729 shares worth $7.5M. The position accounts for 0.07% of the portfolio, ranked #260.

Orion Portfolio Solutions first reported a position in GS in Q4 2019 and has held it in 22 quarters since. The position peaked at $8.17M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

  • Orion Portfolio Solutions held 13,729 shares of Goldman Sachs worth $7.5M as of Q1 2025.
  • Orion Portfolio Solutions sold 536 Goldman Sachs shares in Q1 2025, an estimated $323K.
  • Goldman Sachs made up 0.07% of Orion Portfolio Solutions's portfolio in Q1 2025, its #260 holding.
  • Orion Portfolio Solutions first reported a position in Goldman Sachs in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Goldman Sachs position peaked at $8.17M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.