Morton Capital Management’s Goldman Sachs GS Stock Holding History

Morton Capital 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
2026 Q3	$539K	Sell	599 -18	-3%	-$18.4K	0.07%	77
2026 Q2	$624K	Buy	617 +44	+8%	+$42.9K	0.09%	74
2026 Q1	$484K	Buy	573 +34	+6%	+$30.3K	0.07%	78
2025 Q4	$474K	Buy	539 +6	+1%	+$4.9K	0.07%	76
2025 Q3	$424K	Buy	533 +1	+0.2%	+$741	0.07%	79
2025 Q2	$377K	Hold	532	–	–	0.07%	81
2025 Q1	$290K	Buy	532 +55	+12%	+$33.1K	0.06%	90
2024 Q4	$273K	Sell	477 -3	-0.6%	-$1.67K	0.05%	90
2024 Q3	$237K	Buy	+480	New	+$235K	0.05%	100

Other funds holding GS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Morton Capital Management's GS Position: Q3 2026 in Review

Morton Capital Management reduced its Goldman Sachs (GS) stake by 2.9% in Q3 2026, selling an estimated $18.4K and leaving 599 shares worth $539K. The position accounts for 0.07% of the portfolio, ranked #77.

Morton Capital Management first reported a position in GS in Q3 2024 and has held it in 9 quarters since. The position peaked at $624K in Q2 2026. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Morton Capital Management held 599 shares of Goldman Sachs worth $539K as of Q3 2026.
Morton Capital Management sold 18 Goldman Sachs shares in Q3 2026, an estimated $18.4K.
Goldman Sachs made up 0.07% of Morton Capital Management's portfolio in Q3 2026, its #77 holding.
Morton Capital Management first reported a position in Goldman Sachs in Q3 2024 and has held it in 9 quarters since.
Morton Capital Management's Goldman Sachs position peaked at $624K in Q2 2026.
1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Morton Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.