Moller Wealth Partners
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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
Q3 		$299K Hold
332
– – 0.05% 57
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Moller Wealth Partners's GS Position: Q3 2026 in Review

Moller Wealth Partners held its Goldman Sachs (GS) position steady in Q3 2026 at 332 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #57.

Moller Wealth Partners first reported a position in GS in Q4 2024 and has held it in 7 quarters since. The position peaked at $336K in Q2 2026. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Moller Wealth Partners held 332 shares of Goldman Sachs worth $299K as of Q3 2026.
  • Moller Wealth Partners left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.05% of Moller Wealth Partners's portfolio in Q3 2026, its #57 holding.
  • Moller Wealth Partners first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • Moller Wealth Partners's Goldman Sachs position peaked at $336K in Q2 2026.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

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