Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,184,313
+$224,961 QoQ
Shares Held
1,171
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,625
of 3,125 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $4,767,139 across 4 Capital Markets names. GS ranks #2 (24.8% of the industry book) .
All Filings in GS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,313 | 1,171 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $959,352 | 1,134 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $877,242 | 998 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $716,715 | 900 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $619,280 | 875 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $476,910 | 873 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $407,131 | 711 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $357,469 | 722 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $232,492 | 514 | Shares | Other | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||