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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
Q2 		$643K Sell
636
-23
-3% -$22.4K 0.29% 54
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 $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

Oxford Wealth Group's GS Position: Q2 2026 in Review

Oxford Wealth Group reduced its Goldman Sachs (GS) stake by 3.5% in Q2 2026, selling an estimated $22.4K and leaving 636 shares worth $643K. The position accounts for 0.29% of the portfolio, ranked #54.

Oxford Wealth Group first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 3,183 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Oxford Wealth Group held 636 shares of Goldman Sachs worth $643K as of Q2 2026.
  • Oxford Wealth Group sold 23 Goldman Sachs shares in Q2 2026, an estimated $22.4K.
  • Goldman Sachs made up 0.29% of Oxford Wealth Group's portfolio in Q2 2026, its #54 holding.
  • Oxford Wealth Group first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 3,183 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.