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LifePlan Investment Advisors’s Goldman Sachs GS Stock Holding History

LifePlan Investment Advisors’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 		$208K Sell
246
-12
-5% -$10.7K 0.08% 119
2025
Q4 		$227K Buy
+258
New +$211K 0.09% 110

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifePlan Investment Advisors's GS Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Goldman Sachs (GS) stake by 4.7% in Q1 2026, selling an estimated $10.7K and leaving 246 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #119.

LifePlan Investment Advisors first reported a position in GS in Q4 2025 and has held it in 2 quarters since. The position peaked at $227K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • LifePlan Investment Advisors held 246 shares of Goldman Sachs worth $208K as of Q1 2026.
  • LifePlan Investment Advisors sold 12 Goldman Sachs shares in Q1 2026, an estimated $10.7K.
  • Goldman Sachs made up 0.08% of LifePlan Investment Advisors's portfolio in Q1 2026, its #119 holding.
  • LifePlan Investment Advisors first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
  • LifePlan Investment Advisors's Goldman Sachs position peaked at $227K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.