Spartan Planning & Wealth Management’s Goldman Sachs GS Stock Holding History

Spartan Planning & Wealth Management’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	$594K	Buy	587 +259	+79%	+$253K	0.4%	44
2026 Q1	$278K	Sell	328 -307	-48%	-$274K	0.21%	56
2025 Q4	$558K	Sell	635 -8	-1%	-$6.53K	0.41%	39
2025 Q3	$512K	Buy	643 +20	+3%	+$14.8K	0.4%	40
2025 Q2	$441K	Buy	+623	New	+$361K	0.38%	44
2025 Q1	–	Sell	-536	Closed	-$307K	–	74
2024 Q4	$307K	Buy	+536	New	+$299K	0.28%	55
2023 Q4	$139K	Buy	+360	New	+$120K	0.15%	75
2022 Q4	$46.7K	Buy	+136	New	+$47.4K	0.06%	99

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Spartan Planning & Wealth Management's GS Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its Goldman Sachs (GS) stake by 79% in Q2 2026, buying an estimated $253K and bringing the position to 587 shares worth $594K. The position accounts for 0.4% of the portfolio, ranked #44.

Spartan Planning & Wealth Management first reported a position in GS in Q4 2022 and has held it in 8 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Spartan Planning & Wealth Management held 587 shares of Goldman Sachs worth $594K as of Q2 2026.
Spartan Planning & Wealth Management bought 259 Goldman Sachs shares in Q2 2026, an estimated $253K.
Goldman Sachs made up 0.4% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #44 holding.
Spartan Planning & Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 8 quarters since.
1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.