Estate Planners Group’s Goldman Sachs GS Stock Holding History

Estate Planners 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 Q1	–	Sell	-102	Closed	-$90.1K	–	197
2025 Q4	$90.1K	Buy	+102	New	+$83.2K	0.04%	99

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

Estate Planners Group's GS Position: Q1 2026 in Review

Estate Planners Group sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 102 shares — an estimated $90.1K sold.

Estate Planners Group first reported a position in GS in Q4 2025 and held it in 1 quarter. The position peaked at $90.1K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Estate Planners Group reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 102 Goldman Sachs shares in Q1 2026, an estimated $90.1K.
Estate Planners Group first reported a position in Goldman Sachs in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Goldman Sachs position peaked at $90.1K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.