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PDS Planning’s Goldman Sachs GS Stock Holding History

PDS 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 		$1.75M Buy
1,733
+111
+7% +$108K 0.1% 101
2026
Q1 		$1.37M Buy
1,622
+1
+0.1% +$892 0.09% 106
2025
Q4 		$1.42M Sell
1,621
-11
-0.7% -$8.98K 0.1% 96
2025
Q3 		$1.3M Sell
1,632
-30
-2% -$22.2K 0.09% 104
2025
Q2 		$1.18M Buy
1,662
+112
+7% +$64.9K 0.09% 106
2025
Q1 		$847K Buy
1,550
+127
+9% +$76.4K 0.07% 125
2024
Q4 		$815K Buy
1,423
+22
+2% +$12.3K 0.07% 115
2024
Q3 		$694K Buy
1,401
+62
+5% +$30.3K 0.06% 140
2024
Q2 		$606K Buy
1,339
+220
+20% +$96.5K 0.06% 136
2024
Q1 		$468K Buy
1,119
+9
+0.8% +$3.49K 0.05% 173
2023
Q4 		$428K Buy
1,110
+67
+6% +$22.4K 0.05% 167
2023
Q3 		$338K Buy
1,043
+20
+2% +$6.68K 0.04% 194
2023
Q2 		$330K Buy
1,023
+142
+16% +$46.7K 0.04% 197
2023
Q1 		$288K Buy
881
+270
+44% +$94K 0.04% 205
2022
Q4 		$210K Buy
+611
New +$213K 0.03% 196

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

PDS Planning's GS Position: Q2 2026 in Review

PDS Planning increased its Goldman Sachs (GS) stake by 6.8% in Q2 2026, buying an estimated $108K and bringing the position to 1,733 shares worth $1.75M. The position accounts for 0.1% of the portfolio, ranked #101.

PDS Planning first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,169 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • PDS Planning held 1,733 shares of Goldman Sachs worth $1.75M as of Q2 2026.
  • PDS Planning bought 111 Goldman Sachs shares in Q2 2026, an estimated $108K.
  • Goldman Sachs made up 0.1% of PDS Planning's portfolio in Q2 2026, its #101 holding.
  • PDS Planning first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,169 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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