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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SkyOak Wealth's GS Position: Q1 2026 in Review

SkyOak Wealth increased its Goldman Sachs (GS) stake by 1.1% in Q1 2026, buying an estimated $3.57K and bringing the position to 382 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #169.

SkyOak Wealth first reported a position in GS in Q1 2021 and has held it in 9 quarters since. The position peaked at $332K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

SkyOak Wealth held 382 shares of Goldman Sachs worth $323K as of Q1 2026.
SkyOak Wealth bought 4 Goldman Sachs shares in Q1 2026, an estimated $3.57K.
Goldman Sachs made up 0.06% of SkyOak Wealth's portfolio in Q1 2026, its #169 holding.
SkyOak Wealth first reported a position in Goldman Sachs in Q1 2021 and has held it in 9 quarters since.
SkyOak Wealth's Goldman Sachs position peaked at $332K in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.