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Sigma Planning Corp’s Goldman Sachs GS Stock Holding History

Sigma Planning Corp’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 		$7.41M Sell
8,763
-16
-0.2% -$14.3K 0.21% 94
2025
Q4 		$7.7M Sell
8,779
-116
-1% -$94.7K 0.21% 89
2025
Q3 		$7.08M Sell
8,895
-80
-0.9% -$59.3K 0.2% 94
2025
Q2 		$6.35M Buy
8,975
+215
+2% +$125K 0.19% 98
2025
Q1 		$4.79M Buy
8,760
+4,298
+96% +$2.59M 0.15% 134
2024
Q4 		$2.56M Sell
4,462
-143
-3% -$79.8K 0.08% 233
2024
Q3 		$2.28M Buy
4,605
+24
+0.5% +$11.7K 0.07% 264
2024
Q2 		$2.07M Sell
4,581
-365
-7% -$160K 0.07% 285
2024
Q1 		$2.07M Buy
4,946
+2,718
+122% +$1.05M 0.06% 311
2023
Q4 		$859K Sell
2,228
-3,180
-59% -$1.06M 0.07% 301
2023
Q3 		$1.75M Sell
5,408
-297
-5% -$99.2K 0.07% 298
2023
Q2 		$1.84M Sell
5,705
-714
-11% -$235K 0.07% 295
2023
Q1 		$2.1M Sell
6,419
-613
-9% -$213K 0.07% 284
2022
Q4 		$2.41M Sell
7,032
-1,272
-15% -$443K 0.09% 242
2022
Q3 		$2.43M Buy
8,304
+478
+6% +$155K 0.09% 216
2022
Q2 		$2.33M Buy
7,826
+303
+4% +$94.3K 0.08% 245
2022
Q1 		$2.48M Sell
7,523
-26
-0.3% -$9.18K 0.07% 263
2021
Q4 		$2.89M Buy
7,549
+1,288
+21% +$510K 0.08% 251
2021
Q3 		$2.37M Buy
6,261
+480
+8% +$187K 0.07% 285
2021
Q2 		$2.19M Buy
5,781
+1,266
+28% +$453K 0.07% 307
2021
Q1 		$1.48M Buy
4,515
+497
+12% +$155K 0.05% 385
2020
Q4 		$1.06M Sell
4,018
-1,603
-29% -$357K 0.04% 415
2020
Q3 		$1.13M Buy
5,621
+1,604
+40% +$326K 0.04% 367
2020
Q2 		$794K Buy
4,017
+1,197
+42% +$225K 0.03% 454
2020
Q1 		$436K Sell
2,820
-1,341
-32% -$285K 0.03% 528
2019
Q4 		$957K Buy
4,161
+302
+8% +$65.5K 0.04% 419
2019
Q3 		$800K Sell
3,859
-558
-13% -$117K 0.04% 437
2019
Q2 		$904K Buy
4,417
+654
+17% +$129K 0.05% 362
2019
Q1 		$722K Sell
3,763
-854
-18% -$165K 0.04% 394
2018
Q4 		$771K Buy
4,617
+691
+18% +$139K 0.06% 305
2018
Q3 		$880K Sell
3,926
-678
-15% -$158K 0.05% 324
2018
Q2 		$1.02M Buy
4,604
+288
+7% +$68.7K 0.07% 279
2018
Q1 		$1.09M Buy
4,316
+1,883
+77% +$490K 0.08% 251
2017
Q4 		$620K Buy
2,433
+656
+37% +$161K 0.05% 381
2017
Q3 		$421K Sell
1,777
-463
-21% -$104K 0.03% 486
2017
Q2 		$497K Sell
2,240
-90
-4% -$20K 0.05% 413
2017
Q1 		$535K Buy
2,330
+708
+44% +$171K 0.05% 377
2016
Q4 		$388K Buy
+1,622
New +$329K 0.04% 432
2015
Q3 		– Sell
-1,050
Closed -$219K – 713
2015
Q2 		$219K Buy
+1,050
New +$214K 0.03% 597

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

Sigma Planning Corp's GS Position: Q1 2026 in Review

Sigma Planning Corp reduced its Goldman Sachs (GS) stake by 0.18% in Q1 2026, selling an estimated $14.3K and leaving 8,763 shares worth $7.41M. The position accounts for 0.21% of the portfolio, ranked #94.

Sigma Planning Corp first reported a position in GS in Q2 2015 and has held it in 39 quarters since. The position peaked at $7.7M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Sigma Planning Corp held 8,763 shares of Goldman Sachs worth $7.41M as of Q1 2026.
  • Sigma Planning Corp sold 16 Goldman Sachs shares in Q1 2026, an estimated $14.3K.
  • Goldman Sachs made up 0.21% of Sigma Planning Corp's portfolio in Q1 2026, its #94 holding.
  • Sigma Planning Corp first reported a position in Goldman Sachs in Q2 2015 and has held it in 39 quarters since.
  • Sigma Planning Corp's Goldman Sachs position peaked at $7.7M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.