Mosaic Family Wealth Partners’s Goldman Sachs GS Stock Holding History

Mosaic Family Wealth Partners’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	$395K	Buy	467 +46	+11%	+$41K	0.04%	199
2025 Q4	$370K	Hold	421	–	–	0.04%	177
2025 Q3	$339K	Hold	421	–	–	0.04%	174
2025 Q2	$298K	Hold	421	–	–	0.04%	179
2025 Q1	$230K	Buy	421 +14	+3%	+$8.42K	0.03%	196
2024 Q4	$233K	Buy	407 +1	+0.2%	+$558	0.03%	188
2024 Q3	$201K	Sell	406 -36	-8%	-$17.6K	0.03%	202
2024 Q2	$200K	Buy	+442	New	+$194K	0.03%	187

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mosaic Family Wealth Partners's GS Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Goldman Sachs (GS) stake by 11% in Q1 2026, buying an estimated $41K and bringing the position to 467 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #199.

Mosaic Family Wealth Partners first reported a position in GS in Q2 2024 and has held it in 8 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Mosaic Family Wealth Partners held 467 shares of Goldman Sachs worth $395K as of Q1 2026.
Mosaic Family Wealth Partners bought 46 Goldman Sachs shares in Q1 2026, an estimated $41K.
Goldman Sachs made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #199 holding.
Mosaic Family Wealth Partners first reported a position in Goldman Sachs in Q2 2024 and has held it in 8 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.