Goldman Sachs’s Mobileye MBLY Stock Holding History

Goldman Sachs’s Portfolio MBLY Stock Details MBLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-752,400	Closed	-$7.86M	–	6789
2025 Q4	$7.86M	Hold	752,400	–	–	﹤0.01%	3324
2025 Q3	$10.6M	Sell	752,400 -1,947,500	-72%	-$29M	﹤0.01%	2897
2025 Q2	$48.5M	Hold	2,699,900	–	–	0.01%	1357
2025 Q1	$38.9M	Buy	2,699,900 +1,807,200	+202%	+$29.5M	0.01%	1413
2024 Q4	$17.8M	Sell	892,700 -97,600	-10%	-$1.54M	﹤0.01%	2239
2024 Q3	$13.6M	Buy	990,300 +832,600	+528%	+$14.6M	﹤0.01%	2423
2024 Q2	$4.43M	Buy	+157,700	New	+$4.57M	﹤0.01%	3264
2024 Q1	–	Sell	-10,300	Closed	-$446K	–	5750
2023 Q4	$446K	Hold	10,300	–	–	﹤0.01%	4822
2023 Q3	$428K	Buy	+10,300	New	+$396K	﹤0.01%	4718
2023 Q2	–	Sell	-256,000	Closed	-$11.1M	–	5940
2023 Q1	$11.1M	Buy	+256,000	New	+$10M	﹤0.01%	2325

Other funds holding MBLY

Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Goldman Sachs's MBLY Position: Q1 2026 in Review

Goldman Sachs increased its Mobileye (MBLY) stake by 4.5% in Q1 2026, buying an estimated $3.59M and bringing the position to 9,259,643 shares worth $63.6M. The position accounts for 0.01% of the portfolio, ranked #1376.

Goldman Sachs first reported a position in MBLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $92.5M in Q4 2025. 292 funds tracked by Wall St. Rank hold MBLY as of Q1 2026.

Goldman Sachs held 9,259,643 shares of Mobileye worth $63.6M as of Q1 2026.
Goldman Sachs bought 395,976 Mobileye shares in Q1 2026, an estimated $3.59M.
Mobileye made up 0.01% of Goldman Sachs's portfolio in Q1 2026, its #1376 holding.
Goldman Sachs first reported a position in Mobileye in Q1 2023 and has held it in 13 quarters since.
Goldman Sachs's Mobileye position peaked at $92.5M in Q4 2025.
292 funds tracked by Wall St. Rank held Mobileye as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.