Spectrum Planning & Advisory Services’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$528K Sell
522
-385
-42% -$375K 0.24% 57
2026
Q1
$767K Buy
907
+66
+8% +$58.9K 0.38% 43
2025
Q4
$740K Buy
841
+10
+1% +$8.16K 0.38% 43
2025
Q3
$662K Sell
831
-201
-19% -$149K 0.37% 48
2025
Q2
$730K Buy
+1,032
New +$598K 0.47% 42

Other funds holding GS

Spectrum Planning & Advisory Services's GS Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Goldman Sachs (GS) stake by 42% in Q2 2026, selling an estimated $375K and leaving 522 shares worth $528K. The position accounts for 0.24% of the portfolio, ranked #57.

Spectrum Planning & Advisory Services first reported a position in GS in Q2 2025 and has held it in 5 quarters since. The position peaked at $767K in Q1 2026. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Spectrum Planning & Advisory Services held 522 shares of Goldman Sachs worth $528K as of Q2 2026.
  • Spectrum Planning & Advisory Services sold 385 Goldman Sachs shares in Q2 2026, an estimated $375K.
  • Goldman Sachs made up 0.24% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #57 holding.
  • Spectrum Planning & Advisory Services first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • Spectrum Planning & Advisory Services's Goldman Sachs position peaked at $767K in Q1 2026.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.