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Mosley Wealth Management’s Goldman Sachs GS Stock Holding History

Mosley Wealth 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 		$210K Sell
208
-1,573
-88% -$1.53M 0.07% 151
2026
Q1 		$1.42M Sell
1,781
-49
-3% -$43.7K 0.64% 34
2025
Q4 		$1.42M Buy
+1,830
New +$1.49M 0.65% 35
2024
Q4 		$844K Buy
+1,324
New +$739K 0.52% 41

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mosley Wealth Management's GS Position: Q2 2026 in Review

Mosley Wealth Management reduced its Goldman Sachs (GS) stake by 88% in Q2 2026, selling an estimated $1.53M and leaving 208 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #151.

Mosley Wealth Management first reported a position in GS in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.42M in Q4 2025. 2,055 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Mosley Wealth Management held 208 shares of Goldman Sachs worth $210K as of Q2 2026.
  • Mosley Wealth Management sold 1,573 Goldman Sachs shares in Q2 2026, an estimated $1.53M.
  • Goldman Sachs made up 0.07% of Mosley Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Mosley Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 4 quarters since.
  • Mosley Wealth Management's Goldman Sachs position peaked at $1.42M in Q4 2025.
  • 2,055 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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