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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM