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Osterweis Capital Management’s Goldman Sachs GS Stock Holding History

Osterweis 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 		$43.5K Hold
43
– – ﹤0.01% 193
2026
Q1 		$36.4K Hold
43
– – ﹤0.01% 208
2025
Q4 		$37.8K Buy
+43
New +$35.1K ﹤0.01% 236

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

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

Osterweis Capital Management held its Goldman Sachs (GS) position steady in Q2 2026 at 43 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Osterweis Capital Management first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Osterweis Capital Management held 43 shares of Goldman Sachs worth $43.5K as of Q2 2026.
  • Osterweis Capital Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up ﹤0.01% of Osterweis Capital Management's portfolio in Q2 2026, its #193 holding.
  • Osterweis Capital Management first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.