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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
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

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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morton Capital Management's GS Position: Q2 2026 in Review

Morton Capital Management increased its Goldman Sachs (GS) stake by 7.7% in Q2 2026, buying an estimated $42.9K and bringing the position to 617 shares worth $624K. The position accounts for 0.09% of the portfolio, ranked #74.

Morton Capital Management first reported a position in GS in Q3 2024 and has held it in 8 quarters since. 919 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Morton Capital Management held 617 shares of Goldman Sachs worth $624K as of Q2 2026.
  • Morton Capital Management bought 44 Goldman Sachs shares in Q2 2026, an estimated $42.9K.
  • Goldman Sachs made up 0.09% of Morton Capital Management's portfolio in Q2 2026, its #74 holding.
  • Morton Capital Management first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
  • 919 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.