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 Q2	$792K	Buy	783 +316	+68%	+$308K	0.05%	236
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mosaic Family Wealth Partners's GS Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Goldman Sachs (GS) stake by 68% in Q2 2026, buying an estimated $308K and bringing the position to 783 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #236.

Mosaic Family Wealth Partners first reported a position in GS in Q2 2024 and has held it in 9 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Mosaic Family Wealth Partners held 783 shares of Goldman Sachs worth $792K as of Q2 2026.
Mosaic Family Wealth Partners bought 316 Goldman Sachs shares in Q2 2026, an estimated $308K.
Goldman Sachs made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #236 holding.
Mosaic Family Wealth Partners first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.