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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essential Planning's GS Position: Q1 2026 in Review

Essential Planning held its Goldman Sachs (GS) position steady in Q1 2026 at 500 shares worth $423K. The position accounts for 0.13% of the portfolio, ranked #56.

Essential Planning first reported a position in GS in Q3 2022 and has held it in 15 quarters since. The position peaked at $534K in Q4 2024. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Essential Planning held 500 shares of Goldman Sachs worth $423K as of Q1 2026.
Essential Planning left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 0.13% of Essential Planning's portfolio in Q1 2026, its #56 holding.
Essential Planning first reported a position in Goldman Sachs in Q3 2022 and has held it in 15 quarters since.
Essential Planning's Goldman Sachs position peaked at $534K in Q4 2024.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.