Moser Wealth Advisors’s Goldman Sachs GS Stock Holding History

Moser Wealth Advisors’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
2025 Q2	$1.32M	Sell	1,868 -2	-0.1%	-$1.16K	0.63%	32
2025 Q1	$1.02M	Buy	1,870 +52	+3%	+$31.3K	0.54%	40
2024 Q4	$1.04M	Hold	1,818	–	–	0.54%	39
2024 Q3	$900K	Hold	1,818	–	–	0.47%	40
2024 Q2	$822K	Sell	1,818 -75	-4%	-$32.9K	0.45%	40
2024 Q1	$791K	Hold	1,893	–	–	0.44%	45
2023 Q4	$730K	Sell	1,893 -446	-19%	-$149K	0.47%	42
2023 Q3	$757K	Sell	2,339 -149	-6%	-$49.8K	0.53%	41
2023 Q2	$802K	Buy	+2,488	New	+$818K	0.54%	43
2022 Q4	$873K	Sell	2,543 -55	-2%	-$19.1K	0.66%	39
2022 Q3	$761K	Hold	2,598	–	–	0.59%	43
2022 Q2	$772K	Buy	2,598 +145	+6%	+$45.1K	0.57%	45
2022 Q1	$810K	Buy	2,453 +838	+52%	+$296K	0.51%	45
2021 Q4	$618K	Buy	1,615 +395	+32%	+$156K	0.37%	49
2021 Q3	$461K	Buy	1,220 +255	+26%	+$99.6K	0.29%	56
2021 Q2	$366K	Buy	+965	New	+$345K	0.24%	60

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moser Wealth Advisors's GS Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Goldman Sachs (GS) stake by 0.11% in Q2 2025, selling an estimated $1.16K and leaving 1,868 shares worth $1.32M. The position accounts for 0.63% of the portfolio, ranked #32.

Moser Wealth Advisors first reported a position in GS in Q2 2021 and has held it in 16 quarters since. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

Moser Wealth Advisors held 1,868 shares of Goldman Sachs worth $1.32M as of Q2 2025.
Moser Wealth Advisors sold 2 Goldman Sachs shares in Q2 2025, an estimated $1.16K.
Goldman Sachs made up 0.63% of Moser Wealth Advisors's portfolio in Q2 2025, its #32 holding.
Moser Wealth Advisors first reported a position in Goldman Sachs in Q2 2021 and has held it in 16 quarters since.
2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.