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Asset Planning Inc’s Goldman Sachs GS Stock Holding History

Asset Planning Inc’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
2025
Q4 		– Sell
-50
Closed -$39.8K – 298
2025
Q3 		$39.8K Hold
50
– – 0.03% 167
2025
Q2 		$35.4K Hold
50
– – 0.03% 174
2025
Q1 		$27.3K Hold
50
– – 0.02% 193
2024
Q4 		$28.6K Buy
+50
New +$27.9K 0.02% 189

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Asset Planning Inc's GS Position: Q4 2025 in Review

Asset Planning Inc sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 50 shares — an estimated $39.8K sold.

Asset Planning Inc first reported a position in GS in Q4 2024 and held it in 4 quarters. The position peaked at $39.8K in Q3 2025. 3,022 funds tracked by Wall St. Rank hold GS as of Q4 2025.

  • Asset Planning Inc reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
  • Asset Planning Inc sold 50 Goldman Sachs shares in Q4 2025, an estimated $39.8K.
  • Asset Planning Inc first reported a position in Goldman Sachs in Q4 2024 and held it in 4 quarters.
  • Asset Planning Inc's Goldman Sachs position peaked at $39.8K in Q3 2025.
  • 3,022 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Asset Planning Inc's 13F filing for Q4 2025, filed 3 Feb 2026.