Avantax Planning Partners’s Goldman Sachs GS Stock Holding History

Avantax Planning Partners’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 Q1	$215K	Sell	254 -121	-32%	-$108K	0.01%	402
2025 Q4	$329K	Buy	375 +16	+4%	+$13.1K	0.01%	340
2025 Q3	$286K	Buy	359 +1	+0.3%	+$741	0.01%	364
2025 Q2	$253K	Buy	+358	New	+$207K	0.01%	386
2018 Q4	–	Sell	-182	Closed	-$41K	–	646
2018 Q3	$41K	Buy	+182	New	+$42.3K	﹤0.01%	530
2018 Q2	–	Sell	-3,658	Closed	-$920K	–	720
2018 Q1	$920K	Buy	3,658 +13	+0.4%	+$3.38K	0.08%	104
2017 Q4	$929K	Sell	3,645 -606	-14%	-$149K	0.09%	105
2017 Q3	$1.01M	Sell	4,251 -208	-5%	-$46.9K	0.08%	119
2017 Q2	$990K	Buy	4,459 +38	+0.9%	+$8.44K	0.08%	111
2017 Q1	$1.02M	Sell	4,421 -252	-5%	-$60.8K	0.09%	104
2016 Q4	$1.12M	Buy	+4,673	New	+$949K	0.12%	83

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Planning Partners's GS Position: Q1 2026 in Review

Avantax Planning Partners reduced its Goldman Sachs (GS) stake by 32% in Q1 2026, selling an estimated $108K and leaving 254 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #402.

Avantax Planning Partners first reported a position in GS in Q4 2016 and has held it in 11 quarters since. The position peaked at $1.12M in Q4 2016. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Avantax Planning Partners held 254 shares of Goldman Sachs worth $215K as of Q1 2026.
Avantax Planning Partners sold 121 Goldman Sachs shares in Q1 2026, an estimated $108K.
Goldman Sachs made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #402 holding.
Avantax Planning Partners first reported a position in Goldman Sachs in Q4 2016 and has held it in 11 quarters since.
Avantax Planning Partners's Goldman Sachs position peaked at $1.12M in Q4 2016.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.