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Oxler Private Wealth’s Goldman Sachs GS Stock Holding History

Oxler Private Wealth’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 		$524K Sell
619
-15
-2% -$13.4K 0.16% 60
2025
Q4 		$558K Buy
634
+1
+0.2% +$816 0.16% 61
2025
Q3 		$504K Buy
633
+2
+0.3% +$1.48K 0.15% 61
2025
Q2 		$446K Buy
631
+2
+0.3% +$1.16K 0.14% 64
2025
Q1 		$344K Buy
629
+13
+2% +$7.82K 0.12% 70
2024
Q4 		$353K Buy
616
+2
+0.3% +$1.12K 0.12% 69
2024
Q3 		$304K Buy
614
+2
+0.3% +$978 0.11% 76
2024
Q2 		$277K Buy
612
+3
+0.5% +$1.32K 0.1% 76
2024
Q1 		$255K Buy
609
+22
+4% +$8.54K 0.1% 81
2023
Q4 		$226K Sell
587
-100
-15% -$33.4K 0.19% 70
2023
Q3 		$223K Buy
687
+1
+0.1% +$334 0.11% 86
2023
Q2 		$221K Buy
686
+4
+0.6% +$1.31K 0.11% 88
2023
Q1 		$223K Buy
682
+6
+0.9% +$2.09K 0.11% 88
2022
Q4 		$232K Buy
676
+6
+0.9% +$2.09K 0.13% 90
2022
Q3 		$197K Buy
670
+5
+0.8% +$1.62K 0.11% 101
2022
Q2 		$198K Buy
665
+4
+0.6% +$1.25K 0.1% 104
2022
Q1 		$218K Buy
661
+4
+0.6% +$1.41K 0.1% 105
2021
Q4 		$251K Buy
657
+3
+0.5% +$1.19K 0.1% 111
2021
Q3 		$247K Hold
654
– – 0.11% 119
2021
Q2 		$248K Hold
654
– – 0.11% 119
2021
Q1 		$213K Buy
654
+99
+18% +$30.8K 0.11% 114
2020
Q4 		$146K Buy
+555
New +$124K 0.08% 114

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

Oxler Private Wealth's GS Position: Q1 2026 in Review

Oxler Private Wealth reduced its Goldman Sachs (GS) stake by 2.4% in Q1 2026, selling an estimated $13.4K and leaving 619 shares worth $524K. The position accounts for 0.16% of the portfolio, ranked #60.

Oxler Private Wealth first reported a position in GS in Q4 2020 and has held it in 22 quarters since. The position peaked at $558K in Q4 2025. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Oxler Private Wealth held 619 shares of Goldman Sachs worth $524K as of Q1 2026.
  • Oxler Private Wealth sold 15 Goldman Sachs shares in Q1 2026, an estimated $13.4K.
  • Goldman Sachs made up 0.16% of Oxler Private Wealth's portfolio in Q1 2026, its #60 holding.
  • Oxler Private Wealth first reported a position in Goldman Sachs in Q4 2020 and has held it in 22 quarters since.
  • Oxler Private Wealth's Goldman Sachs position peaked at $558K in Q4 2025.
  • 2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.