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Action Point Financial Planning’s Goldman Sachs GS Stock Holding History

Action Point Financial Planning’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 		$851K Buy
+840
New +$819K 0.09% 182

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Action Point Financial Planning's GS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Goldman Sachs (GS) in Q2 2026: 840 shares worth $851K. The stake represents 0.09% of the portfolio and ranks #182 among its holdings.

3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Action Point Financial Planning held 840 shares of Goldman Sachs worth $851K as of Q2 2026.
  • Goldman Sachs was a new Action Point Financial Planning position in Q2 2026.
  • Goldman Sachs made up 0.09% of Action Point Financial Planning's portfolio in Q2 2026, its #182 holding.
  • 3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.