Avantax Planning Partners
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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
Q3 		$217K Buy
241
+34
+16% +$34.8K 0.01% 414
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Avantax Planning Partners's GS Position: Q3 2026 in Review

Avantax Planning Partners increased its Goldman Sachs (GS) stake by 16% in Q3 2026, buying an estimated $34.8K and bringing the position to 241 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #414.

Avantax Planning Partners first reported a position in GS in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.12M in Q4 2016. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Avantax Planning Partners held 241 shares of Goldman Sachs worth $217K as of Q3 2026.
  • Avantax Planning Partners bought 34 Goldman Sachs shares in Q3 2026, an estimated $34.8K.
  • Goldman Sachs made up 0.01% of Avantax Planning Partners's portfolio in Q3 2026, its #414 holding.
  • Avantax Planning Partners first reported a position in Goldman Sachs in Q4 2016 and has held it in 13 quarters since.
  • Avantax Planning Partners's Goldman Sachs position peaked at $1.12M in Q4 2016.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Avantax Planning Partners's 13F filing for Q3 2026, filed 3 Nov 2026.