Superior Planning, LLC’s Goldman Sachs GS Stock Holding History

Superior Planning, LLC’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 Q3	$158K	Buy	+176	New	+$180K	0.07%	190

Other funds holding GS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's GS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Goldman Sachs (GS) in Q3 2026: 176 shares worth $158K. The stake represents 0.07% of the portfolio and ranks #190 among its holdings.

2,362 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Superior Planning, LLC held 176 shares of Goldman Sachs worth $158K as of Q3 2026.
Goldman Sachs was a new Superior Planning, LLC position in Q3 2026.
Goldman Sachs made up 0.07% of Superior Planning, LLC's portfolio in Q3 2026, its #190 holding.
2,362 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.