Moller Wealth Partners’s Goldman Sachs GS Stock Holding History

Moller Wealth Partners’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	$336K	Sell	332 -53	-14%	-$51.7K	0.06%	59
2026 Q1	$326K	Buy	385 +6	+2%	+$5.35K	0.06%	54
2025 Q4	$333K	Hold	379	–	–	0.07%	53
2025 Q3	$302K	Hold	379	–	–	0.06%	58
2025 Q2	$268K	Buy	+379	New	+$220K	0.06%	62
2025 Q1	–	Sell	-361	Closed	-$207K	–	67
2024 Q4	$207K	Buy	+361	New	+$201K	0.05%	64

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Moller Wealth Partners's GS Position: Q2 2026 in Review

Moller Wealth Partners reduced its Goldman Sachs (GS) stake by 14% in Q2 2026, selling an estimated $51.7K and leaving 332 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #59.

Moller Wealth Partners first reported a position in GS in Q4 2024 and has held it in 6 quarters since. 1,228 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Moller Wealth Partners held 332 shares of Goldman Sachs worth $336K as of Q2 2026.
Moller Wealth Partners sold 53 Goldman Sachs shares in Q2 2026, an estimated $51.7K.
Goldman Sachs made up 0.06% of Moller Wealth Partners's portfolio in Q2 2026, its #59 holding.
Moller Wealth Partners first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
1,228 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.