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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
Q2 		$251K Buy
249
+3
+1% +$2.92K 0.09% 122
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 $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

LifePlan Investment Advisors's GS Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Goldman Sachs (GS) stake by 1.2% in Q2 2026, buying an estimated $2.92K and bringing the position to 249 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #122.

LifePlan Investment Advisors first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • LifePlan Investment Advisors held 249 shares of Goldman Sachs worth $251K as of Q2 2026.
  • LifePlan Investment Advisors bought 3 Goldman Sachs shares in Q2 2026, an estimated $2.92K.
  • Goldman Sachs made up 0.09% of LifePlan Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • LifePlan Investment Advisors first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.