Mosley Wealth Management
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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
Q3 		$165K Sell
185
-23
-11% -$23.5K 0.05% 174
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mosley Wealth Management's GS Position: Q3 2026 in Review

Mosley Wealth Management reduced its Goldman Sachs (GS) stake by 11% in Q3 2026, selling an estimated $23.5K and leaving 185 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #174.

Mosley Wealth Management first reported a position in GS in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.42M in Q4 2025. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Mosley Wealth Management held 185 shares of Goldman Sachs worth $165K as of Q3 2026.
  • Mosley Wealth Management sold 23 Goldman Sachs shares in Q3 2026, an estimated $23.5K.
  • Goldman Sachs made up 0.05% of Mosley Wealth Management's portfolio in Q3 2026, its #174 holding.
  • Mosley Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 5 quarters since.
  • Mosley Wealth Management's Goldman Sachs position peaked at $1.42M in Q4 2025.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.