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Plante Moran Financial Advisors’s Goldman Sachs GS Stock Holding History

Plante Moran Financial Advisors’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
Q1 		$191K Buy
226
+146
+183% +$130K 0.01% 169
2025
Q4 		$70.6K Sell
80
-3
-4% -$2.45K ﹤0.01% 279
2025
Q3 		$66.2K Hold
83
– – ﹤0.01% 297
2025
Q2 		$58.8K Buy
83
+37
+80% +$21.4K ﹤0.01% 310
2025
Q1 		$25.1K Hold
46
– – ﹤0.01% 447
2024
Q4 		$26.3K Sell
46
-50
-52% -$27.9K ﹤0.01% 440
2024
Q3 		$47.5K Sell
96
-90
-48% -$44K ﹤0.01% 393
2024
Q2 		$84.1K Hold
186
– – 0.01% 266
2024
Q1 		$77.7K Buy
186
+40
+27% +$15.5K 0.01% 278
2023
Q4 		$56.3K Hold
146
– – 0.01% 307
2023
Q3 		$47.2K Hold
146
– – 0.01% 300
2023
Q2 		$47.1K Sell
146
-20
-12% -$6.58K 0.01% 312
2023
Q1 		$54.3K Buy
166
+8
+5% +$2.79K 0.01% 283
2022
Q4 		$54.3K Sell
158
-219
-58% -$76.2K 0.01% 299
2022
Q3 		$110K Sell
377
-440
-54% -$143K 0.02% 200
2022
Q2 		$243K Sell
817
-34
-4% -$10.6K 0.04% 130
2022
Q1 		$281K Sell
851
-40
-4% -$14.1K 0.05% 129
2021
Q4 		$341K Buy
891
+35
+4% +$13.9K 0.06% 123
2021
Q3 		$324K Buy
856
+7
+0.8% +$2.73K 0.07% 135
2021
Q2 		$322K Buy
849
+580
+216% +$208K 0.08% 125
2021
Q1 		$88K Sell
269
-250
-48% -$77.8K 0.02% 265
2020
Q4 		$137K Buy
+519
New +$116K 0.04% 212
2020
Q2 		– Sell
-144
Closed -$22K – 784
2020
Q1 		$22K Sell
144
-56
-28% -$11.9K 0.01% 369
2019
Q4 		$46K Sell
200
-17
-8% -$3.69K 0.02% 336
2019
Q3 		$45K Sell
217
-83
-28% -$17.4K 0.01% 358
2019
Q2 		$61K Sell
300
-430
-59% -$85.1K 0.02% 298
2019
Q1 		$140K Buy
730
+230
+46% +$44.4K 0.04% 192
2018
Q4 		$84K Buy
500
+50
+11% +$10.1K 0.03% 226
2018
Q3 		$101K Buy
450
+250
+125% +$58.2K 0.03% 214
2018
Q2 		$44K Sell
200
-82
-29% -$19.6K 0.02% 350
2018
Q1 		$71K Hold
282
– – 0.04% 284
2017
Q4 		$72K Hold
282
– – 0.04% 275
2017
Q3 		$67K Hold
282
– – 0.04% 253
2017
Q2 		$63K Hold
282
– – 0.04% 263
2017
Q1 		$65K Sell
282
-321
-53% -$77.5K 0.04% 272
2016
Q4 		$144K Buy
603
+62
+11% +$12.6K 0.09% 171
2016
Q3 		$87K Buy
541
+259
+92% +$42.1K 0.06% 221
2016
Q2 		$42K Buy
282
+200
+244% +$31.2K 0.03% 316
2016
Q1 		$13K Sell
82
-129
-61% -$19.9K 0.01% 445
2015
Q4 		$38K Buy
211
+100
+90% +$18.6K 0.03% 339
2015
Q3 		$19K Sell
111
-8
-7% -$1.57K 0.02% 390
2015
Q2 		$25K Hold
119
– – 0.02% 400
2015
Q1 		$22K Sell
119
-100
-46% -$18.6K 0.02% 394
2014
Q4 		$42K Hold
219
– – 0.03% 306
2014
Q3 		$40K Buy
219
+81
+59% +$14.2K 0.04% 295
2014
Q2 		$23K Buy
138
+119
+626% +$19.2K 0.02% 361
2014
Q1 		$3K Sell
19
-424
-96% -$71.3K ﹤0.01% 526
2013
Q4 		$79K Buy
443
+424
+2,232% +$69.9K 0.04% 171
2013
Q3 		$3K Buy
+19
New +$3.06K ﹤0.01% 519

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plante Moran Financial Advisors's GS Position: Q1 2026 in Review

Plante Moran Financial Advisors increased its Goldman Sachs (GS) stake by 183% in Q1 2026, buying an estimated $130K and bringing the position to 226 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #169.

Plante Moran Financial Advisors first reported a position in GS in Q3 2013 and has held it in 49 quarters since. The position peaked at $341K in Q4 2021. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Plante Moran Financial Advisors held 226 shares of Goldman Sachs worth $191K as of Q1 2026.
  • Plante Moran Financial Advisors bought 146 Goldman Sachs shares in Q1 2026, an estimated $130K.
  • Goldman Sachs made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #169 holding.
  • Plante Moran Financial Advisors first reported a position in Goldman Sachs in Q3 2013 and has held it in 49 quarters since.
  • Plante Moran Financial Advisors's Goldman Sachs position peaked at $341K in Q4 2021.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.