Orca Wealth Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 2043765
NEW PORT RICHEY, FL
Position in GS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$263,967
+$43,164 QoQ
Shares Held
261
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,673
of 3,125 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Orca Wealth Management, LLC holds $479,905 across 2 Capital Markets names. GS ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
261 | $263,967 | |
| 2 | MS |
Morgan Stanley
|
1,033 | $215,938 |
All Filings in GS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,967 | 261 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $220,803 | 261 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $228,540 | 260 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $207,051 | 260 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||