MWM
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Modera Wealth Management’s Goldman Sachs GS Stock Holding History

Modera 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 		$2.79M Sell
3,294
-918
-22% -$819K 0.03% 226
2025
Q4 		$3.7M Buy
4,212
+77
+2% +$62.8K 0.04% 213
2025
Q3 		$3.29M Buy
4,135
+91
+2% +$67.4K 0.04% 222
2025
Q2 		$2.86M Sell
4,044
-158
-4% -$91.6K 0.04% 226
2025
Q1 		$2.3M Buy
4,202
+30
+0.7% +$18.1K 0.03% 232
2024
Q4 		$2.39M Buy
4,172
+209
+5% +$117K 0.03% 233
2024
Q3 		$1.96M Buy
3,963
+21
+0.5% +$10.3K 0.03% 235
2024
Q2 		$1.78M Buy
3,942
+926
+31% +$406K 0.03% 230
2024
Q1 		$1.26M Buy
3,016
+67
+2% +$26K 0.02% 269
2023
Q4 		$1.14M Sell
2,949
-264
-8% -$88.1K 0.02% 279
2023
Q3 		$1.04M Buy
3,213
+289
+10% +$96.6K 0.02% 278
2023
Q2 		$943K Buy
2,924
+1,632
+126% +$537K 0.02% 301
2023
Q1 		$423K Buy
1,292
+129
+11% +$44.9K 0.02% 231
2022
Q4 		$399K Sell
1,163
-168
-13% -$58.5K 0.02% 238
2022
Q3 		$390K Buy
1,331
+57
+4% +$18.5K 0.02% 212
2022
Q2 		$379K Sell
1,274
-36
-3% -$11.2K 0.02% 227
2022
Q1 		$433K Sell
1,310
-2,436
-65% -$860K 0.02% 224
2021
Q4 		$1.43M Buy
3,746
+2,790
+292% +$1.1M 0.05% 138
2021
Q3 		$361K Buy
+956
New +$373K 0.02% 182

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

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

Modera Wealth Management reduced its Goldman Sachs (GS) stake by 22% in Q1 2026, selling an estimated $819K and leaving 3,294 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #226.

Modera Wealth Management first reported a position in GS in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.7M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Modera Wealth Management held 3,294 shares of Goldman Sachs worth $2.79M as of Q1 2026.
  • Modera Wealth Management sold 918 Goldman Sachs shares in Q1 2026, an estimated $819K.
  • Goldman Sachs made up 0.03% of Modera Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Modera Wealth Management first reported a position in Goldman Sachs in Q3 2021 and has held it in 19 quarters since.
  • Modera Wealth Management's Goldman Sachs position peaked at $3.7M in Q4 2025.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.