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Morris Financial Concepts’s Goldman Sachs GS Stock Holding History

Morris Financial Concepts’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 		$498K Hold
492
– – 0.15% 83
2026
Q1 		$416K Sell
492
-35
-7% -$31.2K 0.14% 84
2025
Q4 		$463K Sell
527
-4
-0.8% -$3.26K 0.16% 77
2025
Q3 		$423K Sell
531
-11
-2% -$8.15K 0.15% 79
2025
Q2 		$384K Sell
542
-3
-0.6% -$1.74K 0.15% 80
2025
Q1 		$298K Buy
545
+9
+2% +$5.42K 0.12% 97
2024
Q4 		$307K Buy
536
+18
+3% +$10K 0.13% 92
2024
Q3 		$256K Buy
+518
New +$253K 0.11% 101

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Morris Financial Concepts's GS Position: Q2 2026 in Review

Morris Financial Concepts held its Goldman Sachs (GS) position steady in Q2 2026 at 492 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #83.

Morris Financial Concepts first reported a position in GS in Q3 2024 and has held it in 8 quarters since. 3,180 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Morris Financial Concepts held 492 shares of Goldman Sachs worth $498K as of Q2 2026.
  • Morris Financial Concepts left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.15% of Morris Financial Concepts's portfolio in Q2 2026, its #83 holding.
  • Morris Financial Concepts first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
  • 3,180 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.