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Momentum Wealth Planning’s Goldman Sachs GS Stock Holding History

Momentum 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 		$883K Sell
873
-120
-12% -$117K 0.65% 21
2026
Q1 		$840K Sell
993
-2,319
-70% -$2.07M 0.75% 22
2025
Q4 		$2.91M Sell
3,312
-493
-13% -$402K 2.27% 12
2025
Q3 		$3.03M Sell
3,805
-2,467
-39% -$1.83M 2.36% 11
2025
Q2 		$4.44M Buy
+6,272
New +$3.63M 3.78% 7

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

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

Momentum Wealth Planning reduced its Goldman Sachs (GS) stake by 12% in Q2 2026, selling an estimated $117K and leaving 873 shares worth $883K. The position accounts for 0.65% of the portfolio, ranked #21.

Momentum Wealth Planning first reported a position in GS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.44M in Q2 2025. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Momentum Wealth Planning held 873 shares of Goldman Sachs worth $883K as of Q2 2026.
  • Momentum Wealth Planning sold 120 Goldman Sachs shares in Q2 2026, an estimated $117K.
  • Goldman Sachs made up 0.65% of Momentum Wealth Planning's portfolio in Q2 2026, its #21 holding.
  • Momentum Wealth Planning first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • Momentum Wealth Planning's Goldman Sachs position peaked at $4.44M in Q2 2025.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.