PWP
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Phillips Wealth Planners’s Goldman Sachs GS Stock Holding History

Phillips Wealth Planners’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 		$1.2M Buy
1,272
+44
+4% +$39.3K 0.9% 27
2025
Q4 		$1.17M Sell
1,228
-162
-12% -$132K 0.94% 27
2025
Q3 		$1.11M Buy
1,390
+41
+3% +$30.4K 0.92% 25
2025
Q2 		$941K Sell
1,349
-209
-13% -$121K 0.85% 30
2025
Q1 		$770K Sell
1,558
-273
-15% -$164K 0.81% 33
2024
Q4 		$1.03M Sell
1,831
-38
-2% -$21.2K 1.02% 23
2024
Q3 		$990K Buy
1,869
+38
+2% +$18.6K 0.95% 26
2024
Q2 		$877K Sell
1,831
-31
-2% -$13.6K 0.92% 28
2024
Q1 		$739K Sell
1,862
-66
-3% -$25.6K 0.85% 29
2023
Q4 		$727K Buy
1,928
+239
+14% +$79.8K 0.88% 31
2023
Q3 		$505K Buy
+1,689
New +$564K 0.68% 47

Other funds holding GS

BlackRock
BlackRock New York $5.7T 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 $1.47T 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