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Cornerstone Planning Group’s Goldman Sachs GS Stock Holding History

Cornerstone Planning Group’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 		$170K Sell
155
-1
-0.6% -$975 0.02% 186
2026
Q1 		$143K Buy
156
+36
+30% +$32.1K 0.02% 200
2025
Q4 		$113K Sell
120
-18
-13% -$14.7K 0.02% 203
2025
Q3 		$109K Buy
138
+56
+68% +$41.5K 0.02% 205
2025
Q2 		$59.1K Buy
82
+10
+14% +$5.79K 0.01% 215
2025
Q1 		$38K Buy
72
+23
+47% +$13.8K 0.01% 286
2024
Q4 		$30.9K Buy
49
+9
+23% +$5.02K 0.01% 245
2024
Q3 		$20.7K Buy
40
+2
+5% +$978 0.01% 297
2024
Q2 		$17.2K Buy
38
+6
+19% +$2.63K ﹤0.01% 338
2024
Q1 		$13.7K Buy
32
+3
+10% +$1.16K ﹤0.01% 352
2023
Q4 		$11.2K Sell
29
-29
-50% -$9.68K ﹤0.01% 410
2023
Q3 		$18.7K Buy
58
+2
+4% +$668 0.01% 318
2023
Q2 		$18K Buy
+56
New +$18.4K 0.01% 453
2022
Q4 		$9.28K Buy
+26
New +$9.05K ﹤0.01% 670

Other funds holding GS

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cornerstone Planning Group's GS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Goldman Sachs (GS) stake by 0.64% in Q2 2026, selling an estimated $975 and leaving 155 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #186.

Cornerstone Planning Group first reported a position in GS in Q4 2022 and has held it in 14 quarters since. 3,180 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Cornerstone Planning Group held 155 shares of Goldman Sachs worth $170K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Goldman Sachs share in Q2 2026, an estimated $975.
  • Goldman Sachs made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #186 holding.
  • Cornerstone Planning Group first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
  • 3,180 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.