MorganRosel Wealth Management’s Goldman Sachs GS Stock Holding History

MorganRosel 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
2025 Q3	–	Sell	-9	Closed	-$6.37K	–	207
2025 Q2	$6.37K	Hold	9	–	–	﹤0.01%	274
2025 Q1	$4.92K	Buy	+9	New	+$5.42K	﹤0.01%	280

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MorganRosel Wealth Management's GS Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Goldman Sachs (GS) in Q3 2025, closing a stake of 9 shares — an estimated $6.37K sold.

MorganRosel Wealth Management first reported a position in GS in Q1 2025 and held it in 2 quarters. The position peaked at $6.37K in Q2 2025. 2,746 funds tracked by Wall St. Rank hold GS as of Q3 2025.

MorganRosel Wealth Management reported no remaining Goldman Sachs position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 9 Goldman Sachs shares in Q3 2025, an estimated $6.37K.
MorganRosel Wealth Management first reported a position in Goldman Sachs in Q1 2025 and held it in 2 quarters.
MorganRosel Wealth Management's Goldman Sachs position peaked at $6.37K in Q2 2025.
2,746 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.