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United Financial Planning Group’s Goldman Sachs GS Stock Holding History

United Financial 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 		$78.9K Hold
78
– – 0.04% 85
2026
Q1 		$66K Sell
78
-39
-33% -$34.8K 0.04% 78
2025
Q4 		$103K Sell
117
-49
-30% -$40K 0.06% 69
2025
Q3 		$132K Buy
+166
New +$123K 0.08% 57

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

United Financial Planning Group's GS Position: Q2 2026 in Review

United Financial Planning Group held its Goldman Sachs (GS) position steady in Q2 2026 at 78 shares worth $78.9K. The position accounts for 0.04% of the portfolio, ranked #85.

United Financial Planning Group first reported a position in GS in Q3 2025 and has held it in 4 quarters since. The position peaked at $132K in Q3 2025. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • United Financial Planning Group held 78 shares of Goldman Sachs worth $78.9K as of Q2 2026.
  • United Financial Planning Group left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.04% of United Financial Planning Group's portfolio in Q2 2026, its #85 holding.
  • United Financial Planning Group first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Goldman Sachs position peaked at $132K in Q3 2025.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.