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Morton Brown Family Wealth’s Goldman Sachs GS Stock Holding History

Morton Brown Family Wealth’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 		$57.6K Buy
57
+3
+6% +$2.92K 0.01% 116
2026
Q1 		$45.5K Buy
54
+1
+2% +$892 0.01% 123
2025
Q4 		$47K Hold
53
– – 0.01% 115
2025
Q3 		$42.4K Sell
53
-14
-21% -$10.4K 0.01% 117
2025
Q2 		$47.4K Hold
67
– – 0.01% 110
2025
Q1 		$36.4K Buy
67
+15
+29% +$9.03K 0.01% 122
2024
Q4 		$30K Hold
52
– – 0.01% 128
2024
Q3 		$25.8K Hold
52
– – 0.01% 123
2024
Q2 		$25.2K Hold
52
– – 0.01% 119
2024
Q1 		$21.5K Buy
52
+1
+2% +$388 0.01% 119
2023
Q4 		$19.7K Buy
+51
New +$17K 0.01% 140
2023
Q2 		– Sell
-6
Closed -$1.96K – 227
2023
Q1 		$1.96K Buy
+6
New +$2.09K ﹤0.01% 196

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Morton Brown Family Wealth's GS Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Goldman Sachs (GS) stake by 5.6% in Q2 2026, buying an estimated $2.92K and bringing the position to 57 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #116.

Morton Brown Family Wealth first reported a position in GS in Q1 2023 and has held it in 12 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Morton Brown Family Wealth held 57 shares of Goldman Sachs worth $57.6K as of Q2 2026.
  • Morton Brown Family Wealth bought 3 Goldman Sachs shares in Q2 2026, an estimated $2.92K.
  • Goldman Sachs made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #116 holding.
  • Morton Brown Family Wealth first reported a position in Goldman Sachs in Q1 2023 and has held it in 12 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.