Essential Planning’s Goldman Sachs GS Stock Holding History

Essential Planning’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	$506K	Hold	500	–	–	0.14%	54
2026 Q1	$423K	Hold	500	–	–	0.13%	56
2025 Q4	$440K	Hold	500	–	–	0.14%	55
2025 Q3	$398K	Hold	500	–	–	0.14%	59
2025 Q2	$354K	Hold	500	–	–	0.13%	64
2025 Q1	$273K	Sell	500 -500	-50%	-$301K	0.11%	69
2024 Q4	$534K	Buy	1,000 +500	+100%	+$279K	﹤0.01%	264
2024 Q3	$248K	Hold	500	–	–	0.1%	73
2024 Q2	$226K	Sell	500 -302	-38%	-$133K	0.1%	65
2024 Q1	$309K	Hold	802	–	–	0.15%	50
2023 Q4	$309K	Hold	802	–	–	0.16%	50
2023 Q3	$260K	Hold	802	–	–	0.14%	47
2023 Q2	$259K	Hold	802	–	–	0.15%	47
2023 Q1	$262K	Hold	802	–	–	0.16%	46
2022 Q4	$275K	Hold	802	–	–	0.21%	37
2022 Q3	$235K	Buy	+802	New	+$260K	1.36%	19

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Essential Planning's GS Position: Q2 2026 in Review

Essential Planning held its Goldman Sachs (GS) position steady in Q2 2026 at 500 shares worth $506K. The position accounts for 0.14% of the portfolio, ranked #54.

Essential Planning first reported a position in GS in Q3 2022 and has held it in 16 quarters since. The position peaked at $534K in Q4 2024. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Essential Planning held 500 shares of Goldman Sachs worth $506K as of Q2 2026.
Essential Planning left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.14% of Essential Planning's portfolio in Q2 2026, its #54 holding.
Essential Planning first reported a position in Goldman Sachs in Q3 2022 and has held it in 16 quarters since.
Essential Planning's Goldman Sachs position peaked at $534K in Q4 2024.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.