Moran Wealth Management, LLC GS/PRD β€” Goldman Sachs Group Inc D 1/10

Ownership history in Moran Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Moran Wealth Management, LLC reported Goldman Sachs Group Inc D 1/10 (GS/PRD) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows GS/PRD at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GS/PRD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moran Wealth Management, LLC's position in Goldman Sachs Group Inc D 1/10, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GS/PRD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Moran Wealth Management, LLC held GS/PRD β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 50,460 β€” β€” 0.03% $952K 2026-08-05 β€”

FAQ About Moran Wealth Management, LLC and GS/PRD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Moran Wealth Management, LLC reported owning GS/PRD?

Moran Wealth Management, LLC reported GS/PRD across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported GS/PRD position in Moran Wealth Management, LLC's portfolio?

The largest reported portfolio weight for GS/PRD was 0.03% in 2026 Q2.

What is the latest reported GS/PRD position on this page?

The most recent filing on this page is 2026 Q2, when Moran Wealth Management, LLC reported 50,460 shares, equal to 0.03% of portfolio, with an estimated market value of $952K.

What does the chart on this GS/PRD ownership page compare?

The chart compares Moran Wealth Management, LLC's quarterly GS/PRD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Moran Wealth Management, LLC Holdings