Capital & Planning LLC’s Goldman Sachs GS Stock Holding History

Capital & Planning LLC’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 Q1	–	Sell	-5	Closed	-$2.86K	–	94
2024 Q4	$2.86K	Buy	+5	New	+$2.79K	﹤0.01%	148

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital & Planning LLC's GS Position: Q1 2025 in Review

Capital & Planning LLC sold out of Goldman Sachs (GS) in Q1 2025, closing a stake of 5 shares — an estimated $2.86K sold.

Capital & Planning LLC first reported a position in GS in Q4 2024 and held it in 1 quarter. The position peaked at $2.86K in Q4 2024. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

Capital & Planning LLC reported no remaining Goldman Sachs position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 5 Goldman Sachs shares in Q1 2025, an estimated $2.86K.
Capital & Planning LLC first reported a position in Goldman Sachs in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's Goldman Sachs position peaked at $2.86K in Q4 2024.
2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.