Keudell/Morrison Wealth Management’s Goldman Sachs GS Stock Holding History

Keudell/Morrison Wealth Management’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 Q2	$416K	Sell	411 -25	-6%	-$24.4K	0.08%	158
2026 Q1	$369K	Buy	436 +25	+6%	+$22.3K	0.08%	164
2025 Q4	$361K	Buy	+411	New	+$335K	0.08%	166
2025 Q2	$291K	Hold	411	–	–	0.06%	169
2025 Q1	$225K	Sell	411 -213	-34%	-$128K	0.05%	194
2024 Q4	$357K	Hold	624	–	–	0.09%	142
2024 Q3	$309K	Hold	624	–	–	0.08%	157
2024 Q2	$282K	Hold	624	–	–	0.08%	163
2024 Q1	$261K	Buy	+624	New	+$242K	0.08%	172

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Keudell/Morrison Wealth Management's GS Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Goldman Sachs (GS) stake by 5.7% in Q2 2026, selling an estimated $24.4K and leaving 411 shares worth $416K. The position accounts for 0.08% of the portfolio, ranked #158.

Keudell/Morrison Wealth Management first reported a position in GS in Q1 2024 and has held it in 9 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Keudell/Morrison Wealth Management held 411 shares of Goldman Sachs worth $416K as of Q2 2026.
Keudell/Morrison Wealth Management sold 25 Goldman Sachs shares in Q2 2026, an estimated $24.4K.
Goldman Sachs made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #158 holding.
Keudell/Morrison Wealth Management first reported a position in Goldman Sachs in Q1 2024 and has held it in 9 quarters since.
1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.