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 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	$3.65M	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

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Consolidated Planning Corp's GS Position: Q2 2026 in Review

Consolidated Planning Corp increased its Goldman Sachs (GS) stake by 0.97% in Q2 2026, buying an estimated $54.6K and bringing the position to 5,858 shares worth $5.92M. The position accounts for 0.8% of the portfolio, ranked #23.

Consolidated Planning Corp first reported a position in GS in Q3 2021 and has held it in 9 quarters since. 1,042 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Consolidated Planning Corp held 5,858 shares of Goldman Sachs worth $5.92M as of Q2 2026.
Consolidated Planning Corp bought 56 Goldman Sachs shares in Q2 2026, an estimated $54.6K.
Goldman Sachs made up 0.8% of Consolidated Planning Corp's portfolio in Q2 2026, its #23 holding.
Consolidated Planning Corp first reported a position in Goldman Sachs in Q3 2021 and has held it in 9 quarters since.
1,042 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.