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Peak Planning Group’s Goldman Sachs GS Stock Holding History

Peak Planning Group’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 		$1.36M Buy
1,342
+3
+0.2% +$2.92K 0.31% 46
2026
Q1 		$1.13M Sell
1,339
-1
-0.1% -$892 0.31% 46
2025
Q4 		$1.18M Buy
+1,340
New +$1.09M 0.33% 46
2025
Q2 		– Sell
-1,294
Closed -$707K – 107
2025
Q1 		$707K Buy
1,294
+183
+16% +$110K 0.3% 55
2024
Q4 		$636K Buy
1,111
+19
+2% +$10.6K 0.27% 61
2024
Q3 		$541K Sell
1,092
-38
-3% -$18.6K 0.24% 66
2024
Q2 		$511K Buy
1,130
+13
+1% +$5.7K 0.25% 67
2024
Q1 		$467K Buy
1,117
+1
+0.1% +$388 0.29% 51
2023
Q4 		$431K Sell
1,116
-10
-0.9% -$3.34K 0.31% 48
2023
Q3 		$364K Sell
1,126
-9
-0.8% -$3.01K 0.29% 55
2023
Q2 		$366K Buy
1,135
+1
+0.1% +$329 0.27% 56
2023
Q1 		$371K Buy
1,134
+1
+0.1% +$348 0.3% 57
2022
Q4 		$389K Buy
1,133
+2
+0.2% +$696 0.34% 59
2022
Q3 		$332K Buy
+1,131
New +$366K 0.31% 58

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

Peak Planning Group's GS Position: Q2 2026 in Review

Peak Planning Group increased its Goldman Sachs (GS) stake by 0.22% in Q2 2026, buying an estimated $2.92K and bringing the position to 1,342 shares worth $1.36M. The position accounts for 0.31% of the portfolio, ranked #46.

Peak Planning Group first reported a position in GS in Q3 2022 and has held it in 14 quarters since. 3,160 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Peak Planning Group held 1,342 shares of Goldman Sachs worth $1.36M as of Q2 2026.
  • Peak Planning Group bought 3 Goldman Sachs shares in Q2 2026, an estimated $2.92K.
  • Goldman Sachs made up 0.31% of Peak Planning Group's portfolio in Q2 2026, its #46 holding.
  • Peak Planning Group first reported a position in Goldman Sachs in Q3 2022 and has held it in 14 quarters since.
  • 3,160 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.