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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
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 $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

PDS Planning's GS Position: Q1 2026 in Review

PDS Planning increased its Goldman Sachs (GS) stake by 0.06% in Q1 2026, buying an estimated $892 and bringing the position to 1,622 shares worth $1.37M. The position accounts for 0.09% of the portfolio, ranked #106.

PDS Planning first reported a position in GS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.42M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • PDS Planning held 1,622 shares of Goldman Sachs worth $1.37M as of Q1 2026.
  • PDS Planning bought 1 Goldman Sachs share in Q1 2026, an estimated $892.
  • Goldman Sachs made up 0.09% of PDS Planning's portfolio in Q1 2026, its #106 holding.
  • PDS Planning first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
  • PDS Planning's Goldman Sachs position peaked at $1.42M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.