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Falcon Wealth Planning’s Goldman Sachs GS Stock Holding History

Falcon Wealth 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 		$790K Buy
782
+10
+1% +$9.75K 0.05% 114
2026
Q1 		$653K Buy
772
+140
+22% +$125K 0.04% 120
2025
Q4 		$556K Buy
632
+68
+12% +$55.5K 0.05% 113
2025
Q3 		$449K Buy
564
+7
+1% +$5.19K 0.04% 119
2025
Q2 		$394K Buy
557
+48
+9% +$27.8K 0.04% 117
2025
Q1 		$278K Buy
509
+29
+6% +$17.5K 0.03% 144
2024
Q4 		$275K Buy
480
+26
+6% +$14.5K 0.03% 137
2024
Q3 		$225K Buy
+454
New +$222K 0.03% 140

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

Falcon Wealth Planning's GS Position: Q2 2026 in Review

Falcon Wealth Planning increased its Goldman Sachs (GS) stake by 1.3% in Q2 2026, buying an estimated $9.75K and bringing the position to 782 shares worth $790K. The position accounts for 0.05% of the portfolio, ranked #114.

Falcon Wealth Planning first reported a position in GS in Q3 2024 and has held it in 8 quarters since. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Falcon Wealth Planning held 782 shares of Goldman Sachs worth $790K as of Q2 2026.
  • Falcon Wealth Planning bought 10 Goldman Sachs shares in Q2 2026, an estimated $9.75K.
  • Goldman Sachs made up 0.05% of Falcon Wealth Planning's portfolio in Q2 2026, its #114 holding.
  • Falcon Wealth Planning first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.