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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
Q2 		$1.13M Sell
1,084
-188
-15% -$183K 0.83% 30
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 $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

Phillips Wealth Planners's GS Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Goldman Sachs (GS) stake by 15% in Q2 2026, selling an estimated $183K and leaving 1,084 shares worth $1.13M. The position accounts for 0.83% of the portfolio, ranked #30.

Phillips Wealth Planners first reported a position in GS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q1 2026. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Phillips Wealth Planners held 1,084 shares of Goldman Sachs worth $1.13M as of Q2 2026.
  • Phillips Wealth Planners sold 188 Goldman Sachs shares in Q2 2026, an estimated $183K.
  • Goldman Sachs made up 0.83% of Phillips Wealth Planners's portfolio in Q2 2026, its #30 holding.
  • Phillips Wealth Planners first reported a position in Goldman Sachs in Q3 2023 and has held it in 12 quarters since.
  • Phillips Wealth Planners's Goldman Sachs position peaked at $1.2M in Q1 2026.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.