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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morris Financial Concepts's GS Position: Q1 2026 in Review

Morris Financial Concepts reduced its Goldman Sachs (GS) stake by 6.6% in Q1 2026, selling an estimated $31.2K and leaving 492 shares worth $416K. The position accounts for 0.14% of the portfolio, ranked #84.

Morris Financial Concepts first reported a position in GS in Q3 2024 and has held it in 7 quarters since. The position peaked at $463K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Morris Financial Concepts held 492 shares of Goldman Sachs worth $416K as of Q1 2026.
  • Morris Financial Concepts sold 35 Goldman Sachs shares in Q1 2026, an estimated $31.2K.
  • Goldman Sachs made up 0.14% of Morris Financial Concepts's portfolio in Q1 2026, its #84 holding.
  • Morris Financial Concepts first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
  • Morris Financial Concepts's Goldman Sachs position peaked at $463K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.