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Oxford Wealth Group’s Goldman Sachs GS Stock Holding History

Oxford Wealth Group’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 		$558K Sell
659
-48
-7% -$42.8K 0.3% 55
2025
Q4 		$622K Buy
+707
New +$577K 0.3% 52

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 $336B AUM 34.66% 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

Oxford Wealth Group's GS Position: Q1 2026 in Review

Oxford Wealth Group reduced its Goldman Sachs (GS) stake by 6.8% in Q1 2026, selling an estimated $42.8K and leaving 659 shares worth $558K. The position accounts for 0.3% of the portfolio, ranked #55.

Oxford Wealth Group first reported a position in GS in Q4 2025 and has held it in 2 quarters since. The position peaked at $622K in Q4 2025. 2,987 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Oxford Wealth Group held 659 shares of Goldman Sachs worth $558K as of Q1 2026.
  • Oxford Wealth Group sold 48 Goldman Sachs shares in Q1 2026, an estimated $42.8K.
  • Goldman Sachs made up 0.3% of Oxford Wealth Group's portfolio in Q1 2026, its #55 holding.
  • Oxford Wealth Group first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
  • Oxford Wealth Group's Goldman Sachs position peaked at $622K in Q4 2025.
  • 2,987 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.