Mission Wealth Management
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Mission Wealth Management’s Goldman Sachs GS Stock Holding History

Mission 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
Q3 		$4.76M Sell
5,282
-4,671
-47% -$4.78M 0.08% 153
2026
Q2 		$10.1M Buy
9,953
+4,997
+101% +$4.87M 0.12% 104
2026
Q1 		$4.19M Buy
4,956
+360
+8% +$321K 0.09% 126
2025
Q4 		$4.04M Sell
4,596
-800
-15% -$653K 0.08% 135
2025
Q3 		$4.3M Buy
5,396
+110
+2% +$81.5K 0.09% 136
2025
Q2 		$3.74M Buy
5,286
+155
+3% +$89.8K 0.08% 141
2025
Q1 		$2.8M Buy
5,131
+1,666
+48% +$1M 0.07% 156
2024
Q4 		$1.98M Buy
3,465
+353
+11% +$197K 0.05% 183
2024
Q3 		$1.54M Buy
3,112
+33
+1% +$16.1K 0.04% 216
2024
Q2 		$1.39M Buy
3,079
+992
+48% +$435K 0.04% 214
2024
Q1 		$872K Buy
2,087
+797
+62% +$309K 0.02% 320
2023
Q4 		$498K Buy
1,290
+254
+25% +$84.8K 0.02% 373
2023
Q3 		$335K Buy
1,036
+2
+0.2% +$668 0.01% 426
2023
Q2 		$334K Buy
1,034
+92
+10% +$30.2K 0.01% 430
2023
Q1 		$308K Buy
942
+250
+36% +$87K 0.01% 442
2022
Q4 		$238K Buy
+692
New +$241K 0.01% 458
2022
Q3 		– Sell
-808
Closed -$240K – 527
2022
Q2 		$240K Buy
+808
New +$252K 0.01% 445
2022
Q1 		– Sell
-804
Closed -$307K – 550
2021
Q4 		$307K Buy
804
+118
+17% +$46.7K 0.01% 430
2021
Q3 		$259K Sell
686
-115
-14% -$44.9K 0.01% 447
2021
Q2 		$304K Buy
+801
New +$287K 0.02% 389

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Mission Wealth Management's GS Position: Q3 2026 in Review

Mission Wealth Management reduced its Goldman Sachs (GS) stake by 47% in Q3 2026, selling an estimated $4.78M and leaving 5,282 shares worth $4.76M. The position accounts for 0.08% of the portfolio, ranked #153.

Mission Wealth Management first reported a position in GS in Q2 2021 and has held it in 20 quarters since. The position peaked at $10.1M in Q2 2026. 1,092 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Mission Wealth Management held 5,282 shares of Goldman Sachs worth $4.76M as of Q3 2026.
  • Mission Wealth Management sold 4,671 Goldman Sachs shares in Q3 2026, an estimated $4.78M.
  • Goldman Sachs made up 0.08% of Mission Wealth Management's portfolio in Q3 2026, its #153 holding.
  • Mission Wealth Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 20 quarters since.
  • Mission Wealth Management's Goldman Sachs position peaked at $10.1M in Q2 2026.
  • 1,092 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.