Obermeyer Wealth Partners

Position in GS — Goldman Sachs Group Inc

CIK 1349654 ASPEN, CO

Position in GS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,295,564

+$125,560 QoQ

Shares Held

1,281

-7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,585

of 3,124 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Obermeyer Wealth Partners holds $2,850,545 across 4 Capital Markets names. GS ranks #1 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,281	$1,295,564
2	MS	Morgan Stanley	4,040	$844,521
3	PIPR	Piper Sandler Companies	5,876	$425,069
4	SCHW	Schwab Charles Corp	3,093	$285,391

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,295,564	1,281	-7.4%	Shares	Sole	2026-07-29
2026-03-31	$1,170,004	1,383	+115.1%	Shares	Sole	2026-04-21
2025-12-31	$565,197	643	+9.4%	Shares	Sole	2026-01-29
2025-09-30	$468,253	588	+3.0%	Shares	Sole	2025-10-27
2025-06-30	$404,125	571	+3.1%	Shares	Sole	2025-08-05
2025-03-31	$302,644	554	+51.8%	Shares	Sole	2025-05-06
2024-12-31	$209,006	365	-42.2%	Shares	Sole	2025-02-14
2023-09-30	$204,496	632	-40.8%	Shares	Sole	2023-11-08
2023-03-31	$349,353	1,068	-11.8%	Shares	Sole	2023-05-09
2022-12-31	$415,833	1,211	-45.1%	Shares	Sole	2023-02-08
2022-09-30	$646,175	2,205	+83.0%	Shares	Sole	2022-12-09
2022-06-30	$357,909	1,205	-29.7%	Shares	Sole	2022-08-15
2022-03-31	$566,121	1,715	-98.8%	Shares	Sole	2022-05-16
2021-12-31	$55,184,367	144,254	-0.7%	Shares	Sole	2022-01-31
2021-09-30	$54,895,626	145,215	-2.1%	Shares	Sole	2021-10-19
2021-06-30	$56,289,232	148,313	-1.4%	Shares	Sole	2021-07-29
2021-03-31	$49,174,260	150,380	-2.3%	Shares	Sole	2021-05-10
2020-12-31	$40,572,047	153,851	+0.4%	Shares	Sole	2021-02-03
2020-09-30	$30,808,098	153,297	+1.1%	Shares	Sole	2020-10-22
2020-06-30	$29,973,815	151,674	-0.0%	Shares	Sole	2020-07-20
2020-03-31	$23,452,694	151,709	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.