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Moss Adams Wealth Advisors’s Goldman Sachs GS Stock Holding History

Moss Adams 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
2026
Q2 		$1.18M Buy
1,171
+37
+3% +$36.1K 0.07% 84
2026
Q1 		$960K Buy
1,134
+136
+14% +$121K 0.07% 86
2025
Q4 		$877K Buy
998
+98
+11% +$80K 0.06% 90
2025
Q3 		$717K Buy
900
+25
+3% +$18.5K 0.06% 100
2025
Q2 		$619K Buy
875
+2
+0.2% +$1.16K 0.06% 116
2025
Q1 		$477K Buy
873
+162
+23% +$97.5K 0.05% 112
2024
Q4 		$407K Sell
711
-11
-2% -$6.14K 0.04% 120
2024
Q3 		$357K Buy
722
+208
+40% +$102K 0.04% 126
2024
Q2 		$232K Buy
+514
New +$226K 0.03% 150

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moss Adams Wealth Advisors's GS Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Goldman Sachs (GS) stake by 3.3% in Q2 2026, buying an estimated $36.1K and bringing the position to 1,171 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #84.

Moss Adams Wealth Advisors first reported a position in GS in Q2 2024 and has held it in 9 quarters since. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Moss Adams Wealth Advisors held 1,171 shares of Goldman Sachs worth $1.18M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 37 Goldman Sachs shares in Q2 2026, an estimated $36.1K.
  • Goldman Sachs made up 0.07% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Moss Adams Wealth Advisors first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.