Strategic Planning Group’s Goldman Sachs GS Stock Holding History

Strategic Planning Group’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	$346K	Sell	383 -124	-24%	-$127K	0.04%	64
2026 Q2	$514K	Sell	507 -36	-7%	-$35.1K	0.06%	56
2026 Q1	$459K	Sell	543 -14,628	-96%	-$13M	0.06%	55
2025 Q4	$13.3M	Buy	15,171 +1,007	+7%	+$822K	1.72%	16
2025 Q3	$11.3M	Buy	14,164 +5,035	+55%	+$3.73M	1.52%	20
2025 Q2	$6.46M	Buy	9,129 +1,417	+18%	+$821K	1.05%	30
2025 Q1	$4.21M	Sell	7,712 -166	-2%	-$100K	0.82%	44
2024 Q4	$4.51M	Buy	7,878 +213	+3%	+$119K	0.83%	36
2024 Q3	$3.8M	Buy	7,665 +412	+6%	+$202K	0.75%	50
2024 Q2	$3.28M	Buy	7,253 +632	+10%	+$277K	0.72%	50
2024 Q1	$2.77M	Buy	6,621 +685	+12%	+$266K	0.69%	44
2023 Q4	$2.29M	Buy	+5,936	New	+$1.98M	0.76%	36

Other funds holding GS

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Strategic Planning Group's GS Position: Q3 2026 in Review

Strategic Planning Group reduced its Goldman Sachs (GS) stake by 24% in Q3 2026, selling an estimated $127K and leaving 383 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #64.

Strategic Planning Group first reported a position in GS in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.3M in Q4 2025. 855 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Strategic Planning Group held 383 shares of Goldman Sachs worth $346K as of Q3 2026.
Strategic Planning Group sold 124 Goldman Sachs shares in Q3 2026, an estimated $127K.
Goldman Sachs made up 0.04% of Strategic Planning Group's portfolio in Q3 2026, its #64 holding.
Strategic Planning Group first reported a position in Goldman Sachs in Q4 2023 and has held it in 12 quarters since.
Strategic Planning Group's Goldman Sachs position peaked at $13.3M in Q4 2025.
855 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.