West Oak Capital’s Goldman Sachs GS Stock Holding History

West Oak Capital’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
2025 Q3	$430K	Sell	540 -135	-20%	-$100K	0.17%	83
2025 Q2	$478K	Hold	675	–	–	0.19%	83
2025 Q1	$369K	Hold	675	–	–	0.14%	93
2024 Q4	$387K	Buy	675 +15	+2%	+$8.37K	0.14%	89
2024 Q3	$327K	Hold	660	–	–	0.06%	98
2024 Q2	$299K	Buy	660 +620	+1,550%	+$272K	0.12%	98
2024 Q1	$17K	Hold	40	–	–	0.01%	222
2023 Q4	$15K	Hold	40	–	–	0.01%	226
2023 Q3	$13K	Hold	40	–	–	0.01%	229
2023 Q2	$12.9K	Hold	40	–	–	0.01%	235
2023 Q1	$13.1K	Hold	40	–	–	0.01%	229
2022 Q4	$14K	Hold	40	–	–	0.01%	202
2022 Q3	$12K	Hold	40	–	–	0.01%	226
2022 Q2	$12K	Hold	40	–	–	0.01%	233
2022 Q1	$13K	Sell	40 -300	-88%	-$106K	0.01%	246
2021 Q4	$130K	Hold	340	–	–	0.05%	147
2021 Q3	$129K	Hold	340	–	–	0.05%	146
2021 Q2	$129K	Hold	340	–	–	0.05%	145
2021 Q1	$111K	Hold	340	–	–	0.05%	147
2020 Q4	$90K	Buy	340 +100	+42%	+$22.3K	0.04%	152
2020 Q3	$48K	Buy	+240	New	+$48.8K	0.03%	166
2017 Q4	–	Sell	-6	Closed	-$1.42K	–	313
2017 Q3	$1.42K	Buy	+6	New	+$1.35K	﹤0.01%	315

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

West Oak Capital's GS Position: Q3 2025 in Review

West Oak Capital reduced its Goldman Sachs (GS) stake by 20% in Q3 2025, selling an estimated $100K and leaving 540 shares worth $430K. The position accounts for 0.17% of the portfolio, ranked #83.

West Oak Capital first reported a position in GS in Q3 2017 and has held it in 22 quarters since. The position peaked at $478K in Q2 2025. 2,745 funds tracked by Wall St. Rank hold GS as of Q3 2025.

West Oak Capital held 540 shares of Goldman Sachs worth $430K as of Q3 2025.
West Oak Capital sold 135 Goldman Sachs shares in Q3 2025, an estimated $100K.
Goldman Sachs made up 0.17% of West Oak Capital's portfolio in Q3 2025, its #83 holding.
West Oak Capital first reported a position in Goldman Sachs in Q3 2017 and has held it in 22 quarters since.
West Oak Capital's Goldman Sachs position peaked at $478K in Q2 2025.
2,745 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.