Planned Solutions’s Goldman Sachs GS Stock Holding History

Planned Solutions’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	$618K	Buy	611 +11	+2%	+$10.7K	0.18%	63
2026 Q1	$508K	Hold	600	–	–	0.17%	68
2025 Q4	$527K	Hold	600	–	–	0.17%	69
2025 Q3	$478K	Hold	600	–	–	0.16%	69
2025 Q2	$425K	Hold	600	–	–	0.16%	71
2025 Q1	$328K	Hold	600	–	–	0.13%	76
2024 Q4	$344K	Hold	600	–	–	0.14%	69
2024 Q3	$297K	Hold	600	–	–	0.12%	73
2024 Q2	$271K	Sell	600 -150	-20%	-$65.8K	0.13%	74
2024 Q1	$313K	Hold	750	–	–	0.15%	64
2023 Q4	$289K	Hold	750	–	–	0.14%	61
2023 Q3	$243K	Hold	750	–	–	0.15%	65
2023 Q2	$242K	Hold	750	–	–	0.14%	64
2023 Q1	$245K	Hold	750	–	–	0.16%	64
2022 Q4	$258K	Hold	750	–	–	0.19%	55
2022 Q3	$220K	Hold	750	–	–	0.18%	58
2022 Q2	$223K	Sell	750 -120	-14%	-$37.4K	0.21%	56
2022 Q1	$287K	Hold	870	–	–	0.2%	53
2021 Q4	$333K	Buy	+870	New	+$344K	0.22%	52
2021 Q2	$330K	Hold	870	–	–	0.23%	49
2021 Q1	$284K	Buy	870 +495	+132%	+$154K	0.22%	49
2020 Q4	$99K	Hold	375	–	–	0.08%	100
2020 Q3	$75K	Buy	+375	New	+$76.3K	0.07%	105

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Planned Solutions's GS Position: Q2 2026 in Review

Planned Solutions increased its Goldman Sachs (GS) stake by 1.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 611 shares worth $618K. The position accounts for 0.18% of the portfolio, ranked #63.

Planned Solutions first reported a position in GS in Q3 2020 and has held it in 23 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Planned Solutions held 611 shares of Goldman Sachs worth $618K as of Q2 2026.
Planned Solutions bought 11 Goldman Sachs shares in Q2 2026, an estimated $10.7K.
Goldman Sachs made up 0.18% of Planned Solutions's portfolio in Q2 2026, its #63 holding.
Planned Solutions first reported a position in Goldman Sachs in Q3 2020 and has held it in 23 quarters since.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.