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Moran Wealth Management’s Goldman Sachs GS Stock Holding History

Moran 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
Q2 		$324K Buy
+320
New +$312K 0.01% 447
2024
Q1 		– Sell
-2,450
Closed -$945K – 428
2023
Q4 		$945K Buy
2,450
+595
+32% +$199K 0.03% 306
2023
Q3 		$600K Sell
1,855
-106
-5% -$35.4K 0.02% 302
2023
Q2 		$633K Buy
1,961
+903
+85% +$297K 0.02% 294
2023
Q1 		$346K Buy
+1,058
New +$368K 0.01% 318

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moran Wealth Management's GS Position: Q2 2026 in Review

Moran Wealth Management opened a new position in Goldman Sachs (GS) in Q2 2026: 320 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in GS as recently as Q4 2023.

Moran Wealth Management first reported a position in GS in Q1 2023 and has held it in 5 quarters since. The position peaked at $945K in Q4 2023. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Moran Wealth Management held 320 shares of Goldman Sachs worth $324K as of Q2 2026.
  • Goldman Sachs was a new Moran Wealth Management position in Q2 2026.
  • Goldman Sachs made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #447 holding.
  • Moran Wealth Management first reported a position in Goldman Sachs in Q1 2023 and has held it in 5 quarters since.
  • Moran Wealth Management's Goldman Sachs position peaked at $945K in Q4 2023.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.