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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
Q2 		$209K Sell
207
-47
-19% -$45.8K 0.01% 437
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
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

Avantax Planning Partners's GS Position: Q2 2026 in Review

Avantax Planning Partners reduced its Goldman Sachs (GS) stake by 19% in Q2 2026, selling an estimated $45.8K and leaving 207 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #437.

Avantax Planning Partners first reported a position in GS in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.12M in Q4 2016. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Avantax Planning Partners held 207 shares of Goldman Sachs worth $209K as of Q2 2026.
  • Avantax Planning Partners sold 47 Goldman Sachs shares in Q2 2026, an estimated $45.8K.
  • Goldman Sachs made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #437 holding.
  • Avantax Planning Partners first reported a position in Goldman Sachs in Q4 2016 and has held it in 12 quarters since.
  • Avantax Planning Partners's Goldman Sachs position peaked at $1.12M in Q4 2016.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.