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Plancorp LLC’s Goldman Sachs GS Stock Holding History

Plancorp LLC’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 		$1.38M Buy
1,317
+386
+41% +$376K 0.03% 176
2026
Q1 		$845K Buy
931
+4
+0.4% +$3.57K 0.02% 166
2025
Q4 		$814K Buy
927
+47
+5% +$38.4K 0.02% 165
2025
Q3 		$700K Sell
880
-26
-3% -$19.3K 0.02% 186
2025
Q2 		$641K Buy
906
+155
+21% +$89.8K 0.02% 195
2025
Q1 		$410K Buy
751
+79
+12% +$47.5K 0.02% 234
2024
Q4 		$385K Sell
672
-6
-0.9% -$3.35K 0.02% 220
2024
Q3 		$336K Buy
678
+15
+2% +$7.34K 0.01% 233
2024
Q2 		$300K Buy
663
+19
+3% +$8.34K 0.01% 232
2024
Q1 		$269K Buy
644
+80
+14% +$31K 0.01% 253
2023
Q4 		$218K Buy
+564
New +$188K 0.01% 259
2022
Q4 		– Sell
-753
Closed -$221K – 236
2022
Q3 		$221K Buy
+753
New +$244K 0.01% 210
2022
Q2 		– Sell
-625
Closed -$206K – 251
2022
Q1 		$206K Buy
625
+69
+12% +$24.4K 0.01% 233
2021
Q4 		$213K Buy
556
+17
+3% +$6.73K 0.01% 230
2021
Q3 		$204K Buy
+539
New +$210K 0.01% 224

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

Plancorp LLC's GS Position: Q2 2026 in Review

Plancorp LLC increased its Goldman Sachs (GS) stake by 41% in Q2 2026, buying an estimated $376K and bringing the position to 1,317 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #176.

Plancorp LLC first reported a position in GS in Q3 2021 and has held it in 15 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Plancorp LLC held 1,317 shares of Goldman Sachs worth $1.38M as of Q2 2026.
  • Plancorp LLC bought 386 Goldman Sachs shares in Q2 2026, an estimated $376K.
  • Goldman Sachs made up 0.03% of Plancorp LLC's portfolio in Q2 2026, its #176 holding.
  • Plancorp LLC first reported a position in Goldman Sachs in Q3 2021 and has held it in 15 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.