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Mowery & Schoenfeld Wealth Management’s Goldman Sachs GS Stock Holding History

Mowery & Schoenfeld 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 		$49.6K Hold
49
– – 0.07% 138
2026
Q1 		$41.5K Sell
49
-13
-21% -$11.6K 0.06% 137
2025
Q4 		$54.5K Buy
62
+13
+27% +$10.6K 0.08% 133
2025
Q3 		$39K Sell
49
-7
-13% -$5.19K 0.07% 132
2025
Q2 		$39.6K Hold
56
– – 0.06% 126
2025
Q1 		$30.6K Hold
56
– – 0.06% 170
2024
Q4 		$32.1K Sell
56
-69
-55% -$38.5K 0.06% 142
2024
Q3 		$61.9K Hold
125
– – 0.1% 87
2024
Q2 		$56.5K Buy
+125
New +$54.9K 0.08% 90

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

Mowery & Schoenfeld Wealth Management's GS Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Goldman Sachs (GS) position steady in Q2 2026 at 49 shares worth $49.6K. The position accounts for 0.07% of the portfolio, ranked #138.

Mowery & Schoenfeld Wealth Management first reported a position in GS in Q2 2024 and has held it in 9 quarters since. The position peaked at $61.9K in Q3 2024. 2,202 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 49 shares of Goldman Sachs worth $49.6K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.07% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
  • Mowery & Schoenfeld Wealth Management's Goldman Sachs position peaked at $61.9K in Q3 2024.
  • 2,202 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.