Prism Planning Partners
GS icon

Prism Planning Partners’s Goldman Sachs GS Stock Holding History

Prism Planning Partners’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 		$182K Sell
202
-8
-4% -$8.18K 0.17% 38
2026
Q2 		$212K Hold
210
– – 0.22% 32
2026
Q1 		$177K Sell
210
-146
-41% -$130K 0.21% 33
2025
Q4 		$313K Buy
+356
New +$290K 0.35% 31

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Vanguard Portfolio Management
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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

Prism Planning Partners's GS Position: Q3 2026 in Review

Prism Planning Partners reduced its Goldman Sachs (GS) stake by 3.8% in Q3 2026, selling an estimated $8.18K and leaving 202 shares worth $182K. The position accounts for 0.17% of the portfolio, ranked #38.

Prism Planning Partners first reported a position in GS in Q4 2025 and has held it in 4 quarters since. The position peaked at $313K in Q4 2025. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Prism Planning Partners held 202 shares of Goldman Sachs worth $182K as of Q3 2026.
  • Prism Planning Partners sold 8 Goldman Sachs shares in Q3 2026, an estimated $8.18K.
  • Goldman Sachs made up 0.17% of Prism Planning Partners's portfolio in Q3 2026, its #38 holding.
  • Prism Planning Partners first reported a position in Goldman Sachs in Q4 2025 and has held it in 4 quarters since.
  • Prism Planning Partners's Goldman Sachs position peaked at $313K in Q4 2025.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.