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Morningstar Investment Management’s Goldman Sachs GS Stock Holding History

Morningstar Investment 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
-1,253
Closed -$887K – 499
2025
Q2 		$887K Buy
+1,253
New +$726K 0.08% 75
2025
Q1 		– Sell
-1,227
Closed -$703K – 138
2024
Q4 		$703K Sell
1,227
-2,688
-69% -$1.5M 0.06% 98
2024
Q3 		$2.05M Sell
3,915
-2,930
-43% -$1.43M 0.2% 47
2024
Q2 		$3.1M Sell
6,845
-1,123
-14% -$493K 0.32% 37
2024
Q1 		$3.33M Buy
7,968
+504
+7% +$196K 0.36% 35
2023
Q4 		$2.88M Buy
+7,464
New +$2.49M 0.33% 37

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morningstar Investment Management's GS Position: Q3 2025 in Review

Morningstar Investment Management sold out of Goldman Sachs (GS) in Q3 2025, closing a stake of 1,253 shares — an estimated $887K sold.

Morningstar Investment Management first reported a position in GS in Q4 2023 and held it in 6 quarters. The position peaked at $3.33M in Q1 2024. 2,746 funds tracked by Wall St. Rank hold GS as of Q3 2025.

  • Morningstar Investment Management reported no remaining Goldman Sachs position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 1,253 Goldman Sachs shares in Q3 2025, an estimated $887K.
  • Morningstar Investment Management first reported a position in Goldman Sachs in Q4 2023 and held it in 6 quarters.
  • Morningstar Investment Management's Goldman Sachs position peaked at $3.33M in Q1 2024.
  • 2,746 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.