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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mission Wealth Management's GS Position: Q1 2026 in Review

Mission Wealth Management increased its Goldman Sachs (GS) stake by 7.8% in Q1 2026, buying an estimated $321K and bringing the position to 4,956 shares worth $4.19M. The position accounts for 0.09% of the portfolio, ranked #126.

Mission Wealth Management first reported a position in GS in Q2 2021 and has held it in 18 quarters since. The position peaked at $4.3M in Q3 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Mission Wealth Management held 4,956 shares of Goldman Sachs worth $4.19M as of Q1 2026.
  • Mission Wealth Management bought 360 Goldman Sachs shares in Q1 2026, an estimated $321K.
  • Goldman Sachs made up 0.09% of Mission Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Mission Wealth Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 18 quarters since.
  • Mission Wealth Management's Goldman Sachs position peaked at $4.3M in Q3 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.