CPA
GS icon

Compass Planning Associates’s Goldman Sachs GS Stock Holding History

Compass Planning Associates’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
Q3 		– Sell
-40
Closed -$28.3K – 69
2025
Q2 		$28.3K Hold
40
– – 0.03% 73
2025
Q1 		$21.8K Hold
40
– – 0.02% 83
2024
Q4 		$22.9K Buy
+40
New +$22.3K 0.02% 81

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Compass Planning Associates's GS Position: Q3 2025 in Review

Compass Planning Associates sold out of Goldman Sachs (GS) in Q3 2025, closing a stake of 40 shares — an estimated $28.3K sold.

Compass Planning Associates first reported a position in GS in Q4 2024 and held it in 3 quarters. The position peaked at $28.3K in Q2 2025. 2,745 funds tracked by Wall St. Rank hold GS as of Q3 2025.

  • Compass Planning Associates reported no remaining Goldman Sachs position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 40 Goldman Sachs shares in Q3 2025, an estimated $28.3K.
  • Compass Planning Associates first reported a position in Goldman Sachs in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Goldman Sachs position peaked at $28.3K in Q2 2025.
  • 2,745 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.