Consolidated Planning Corp
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Consolidated Planning Corp’s Goldman Sachs GS Stock Holding History

Consolidated Planning Corp’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 		$3.11M Sell
3,458
-2,400
-41% -$2.46M 0.42% 43
2026
Q2 		$5.92M Buy
5,858
+56
+1% +$54.6K 0.8% 23
2026
Q1 		$4.91M Buy
5,802
+2,942
+103% +$2.62M 0.8% 24
2025
Q4 		$2.51M Buy
2,860
+267
+10% +$218K 0.25% 96
2025
Q3 		$2.07M Buy
+2,593
New +$1.92M 0.22% 99
2023
Q2 		– Sell
-12,945
Closed -$4.23M – 168
2023
Q1 		$4.23M Buy
12,945
+843
+7% +$293K 1.1% 26
2022
Q4 		$4.16M Buy
12,102
+505
+4% +$176K 1.15% 26
2022
Q3 		$3.4M Sell
11,597
-709
-6% -$230K 1.06% 30
2022
Q2 		$3.66M Buy
+12,306
New +$3.83M 1.14% 25
2021
Q4 		– Sell
-86
Closed -$33K – 218
2021
Q3 		$33K Buy
+86
New +$33.6K 0.02% 200

Other funds holding GS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Consolidated Planning Corp's GS Position: Q3 2026 in Review

Consolidated Planning Corp reduced its Goldman Sachs (GS) stake by 41% in Q3 2026, selling an estimated $2.46M and leaving 3,458 shares worth $3.11M. The position accounts for 0.42% of the portfolio, ranked #43.

Consolidated Planning Corp first reported a position in GS in Q3 2021 and has held it in 10 quarters since. The position peaked at $5.92M in Q2 2026. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Consolidated Planning Corp held 3,458 shares of Goldman Sachs worth $3.11M as of Q3 2026.
  • Consolidated Planning Corp sold 2,400 Goldman Sachs shares in Q3 2026, an estimated $2.46M.
  • Goldman Sachs made up 0.42% of Consolidated Planning Corp's portfolio in Q3 2026, its #43 holding.
  • Consolidated Planning Corp first reported a position in Goldman Sachs in Q3 2021 and has held it in 10 quarters since.
  • Consolidated Planning Corp's Goldman Sachs position peaked at $5.92M in Q2 2026.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.