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Goldman Sachs shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $291k 411 707.75
2025-03-31 $225k 411 546.29
2024-12-31 $357k 624 572.62
2024-09-30 $309k 624 495.11
2024-06-30 $282k 624 452.32
2024-03-31 $261k 624 417.69

More positions owned by Keudell/Morrison Wealth Management

Vaneck Etf Trust Ig Floating Rate (FLTR)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Jpmorgan Chase & Co
Geode Capital Management
Fisher Investments
Susquehanna International
Citadel Advisors
Capital World Investors
FMR
Northern Trust
Bank of New York Mellon
Invesco
UBS Group

View all funds holding Goldman Sachs