Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Goldman Sachs GS Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$1.22M Sell
1,356
-16
-1% -$16.4K 0.12% 103
2026
Q2 		$1.39M Sell
1,372
-6
-0.4% -$5.85K 0.13% 97
2026
Q1 		$1.17M Sell
1,378
-157
-10% -$140K 0.12% 97
2025
Q4 		$1.35M Sell
1,535
-82
-5% -$66.9K 0.14% 81
2025
Q3 		$1.29M Buy
1,617
+27
+2% +$20K 0.15% 85
2025
Q2 		$1.13M Buy
1,590
+234
+17% +$136K 0.15% 88
2025
Q1 		$741K Buy
1,356
+6
+0.4% +$3.61K 0.11% 107
2024
Q4 		$773K Sell
1,350
-450
-25% -$251K 0.12% 100
2024
Q3 		$891K Sell
1,800
-44
-2% -$21.5K 0.12% 105
2024
Q2 		$834K Sell
1,844
-22
-1% -$9.7K 0.12% 109
2024
Q1 		$779K Buy
1,866
+24
+1% +$9.31K 0.11% 117
2023
Q4 		$711K Buy
1,842
+52
+3% +$17.4K 0.11% 121
2023
Q3 		$579K Buy
1,790
+65
+4% +$21.7K 0.1% 138
2023
Q2 		$556K Sell
1,725
-9
-0.5% -$2.96K 0.09% 151
2023
Q1 		$567K Buy
1,734
+402
+30% +$140K 0.09% 153
2022
Q4 		$457K Sell
1,332
-298
-18% -$104K 0.08% 180
2022
Q3 		$478K Buy
1,630
+341
+26% +$110K 0.09% 147
2022
Q2 		$383K Sell
1,289
-2,640
-67% -$822K 0.07% 192
2022
Q1 		$1.3M Buy
3,929
+2,634
+203% +$930K 0.24% 72
2021
Q4 		$495K Buy
1,295
+159
+14% +$62.9K 0.1% 157
2021
Q3 		$429K Buy
1,136
+98
+9% +$38.3K 0.09% 168
2021
Q2 		$394K Buy
1,038
+7
+0.7% +$2.5K 0.09% 183
2021
Q1 		$337K Buy
1,031
+267
+35% +$83.1K 0.09% 199
2020
Q4 		$201K Buy
+764
New +$170K 0.05% 279

Other funds holding GS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's GS Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Goldman Sachs (GS) stake by 1.2% in Q3 2026, selling an estimated $16.4K and leaving 1,356 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #103.

Pinnacle Wealth Planning Services first reported a position in GS in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.39M in Q2 2026. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,356 shares of Goldman Sachs worth $1.22M as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 16 Goldman Sachs shares in Q3 2026, an estimated $16.4K.
  • Goldman Sachs made up 0.12% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #103 holding.
  • Pinnacle Wealth Planning Services first reported a position in Goldman Sachs in Q4 2020 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's Goldman Sachs position peaked at $1.39M in Q2 2026.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.