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 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%	-$99.9K	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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Strategic Planning Group's GS Position: Q2 2026 in Review

Strategic Planning Group reduced its Goldman Sachs (GS) stake by 6.6% in Q2 2026, selling an estimated $35.1K and leaving 507 shares worth $514K. The position accounts for 0.06% of the portfolio, ranked #56.

Strategic Planning Group first reported a position in GS in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.3M in Q4 2025. 694 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Strategic Planning Group held 507 shares of Goldman Sachs worth $514K as of Q2 2026.
Strategic Planning Group sold 36 Goldman Sachs shares in Q2 2026, an estimated $35.1K.
Goldman Sachs made up 0.06% of Strategic Planning Group's portfolio in Q2 2026, its #56 holding.
Strategic Planning Group first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
Strategic Planning Group's Goldman Sachs position peaked at $13.3M in Q4 2025.
694 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.