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O'Rourke & Company’s Goldman Sachs GS Stock Holding History

O'Rourke & Company’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 		$2.74M Sell
3,242
-234
-7% -$209K 1.09% 21
2025
Q4 		$3.06M Buy
3,476
+1
+0% +$816 1.19% 21
2025
Q3 		$2.77M Sell
3,475
-55
-2% -$40.8K 1.16% 21
2025
Q2 		$2.5M Buy
3,530
+51
+1% +$29.6K 1.17% 22
2025
Q1 		$1.9M Buy
3,479
+270
+8% +$162K 0.94% 28
2024
Q4 		$1.84M Sell
3,209
-107
-3% -$59.7K 0.9% 28
2024
Q3 		$1.64M Buy
3,316
+99
+3% +$48.4K 0.82% 29
2024
Q2 		$1.46M Buy
3,217
+4
+0.1% +$1.75K 0.82% 28
2024
Q1 		$1.34M Buy
3,213
+123
+4% +$47.7K 0.78% 30
2023
Q4 		$1.19M Buy
3,090
+160
+5% +$53.4K 0.77% 29
2023
Q3 		$948K Buy
2,930
+60
+2% +$20K 0.69% 34
2023
Q2 		$926K Buy
2,870
+31
+1% +$10.2K 0.65% 33
2023
Q1 		$929K Buy
2,839
+47
+2% +$16.4K 0.71% 33
2022
Q4 		$959K Buy
2,792
+140
+5% +$48.7K 0.76% 35
2022
Q3 		$777K Buy
2,652
+335
+14% +$109K 0.68% 38
2022
Q2 		$688K Sell
2,317
-7
-0.3% -$2.18K 0.58% 45
2022
Q1 		$767K Buy
2,324
+17
+0.7% +$6K 0.53% 46
2021
Q4 		$882K Buy
+2,307
New +$913K 0.59% 42

Other funds holding GS

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

O'Rourke & Company's GS Position: Q1 2026 in Review

O'Rourke & Company reduced its Goldman Sachs (GS) stake by 6.7% in Q1 2026, selling an estimated $209K and leaving 3,242 shares worth $2.74M. The position accounts for 1.09% of the portfolio, ranked #21.

O'Rourke & Company first reported a position in GS in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.06M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • O'Rourke & Company held 3,242 shares of Goldman Sachs worth $2.74M as of Q1 2026.
  • O'Rourke & Company sold 234 Goldman Sachs shares in Q1 2026, an estimated $209K.
  • Goldman Sachs made up 1.09% of O'Rourke & Company's portfolio in Q1 2026, its #21 holding.
  • O'Rourke & Company first reported a position in Goldman Sachs in Q4 2021 and has held it in 18 quarters since.
  • O'Rourke & Company's Goldman Sachs position peaked at $3.06M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.