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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
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

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

Prism Planning Partners's GS Position: Q2 2026 in Review

Prism Planning Partners held its Goldman Sachs (GS) position steady in Q2 2026 at 210 shares worth $212K. The position accounts for 0.22% of the portfolio, ranked #32.

Prism Planning Partners first reported a position in GS in Q4 2025 and has held it in 3 quarters since. The position peaked at $313K in Q4 2025. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Prism Planning Partners held 210 shares of Goldman Sachs worth $212K as of Q2 2026.
  • Prism Planning Partners left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.22% of Prism Planning Partners's portfolio in Q2 2026, its #32 holding.
  • Prism Planning Partners first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • Prism Planning Partners's Goldman Sachs position peaked at $313K in Q4 2025.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.