SkyOak Wealth’s Goldman Sachs GS Stock Holding History

SkyOak 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 Q2	$386K	Hold	382	–	–	0.06%	157
2026 Q1	$323K	Buy	382 +4	+1%	+$3.57K	0.06%	169
2025 Q4	$332K	Hold	378	–	–	0.06%	168
2025 Q3	$301K	Hold	378	–	–	0.06%	189
2025 Q2	$268K	Hold	378	–	–	0.05%	191
2025 Q1	$206K	Hold	378	–	–	0.05%	225
2024 Q4	$216K	Buy	+378	New	+$211K	0.05%	229
2021 Q4	–	Sell	-688	Closed	-$260K	–	251
2021 Q3	$260K	Hold	688	–	–	0.07%	195
2021 Q2	$261K	Hold	688	–	–	0.07%	189
2021 Q1	$240K	Buy	+688	New	+$214K	0.07%	195

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SkyOak Wealth's GS Position: Q2 2026 in Review

SkyOak Wealth held its Goldman Sachs (GS) position steady in Q2 2026 at 382 shares worth $386K. The position accounts for 0.06% of the portfolio, ranked #157.

SkyOak Wealth first reported a position in GS in Q1 2021 and has held it in 10 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

SkyOak Wealth held 382 shares of Goldman Sachs worth $386K as of Q2 2026.
SkyOak Wealth left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.06% of SkyOak Wealth's portfolio in Q2 2026, its #157 holding.
SkyOak Wealth first reported a position in Goldman Sachs in Q1 2021 and has held it in 10 quarters since.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.