WealthPlan Investment Management’s Goldman Sachs GS Stock Holding History

WealthPlan Investment 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 Q1	$257K	Sell	304 -1,499	-83%	-$1.34M	0.01%	413
2025 Q4	$1.59M	Sell	1,803 -404	-18%	-$330K	0.1%	161
2025 Q3	$1.76M	Buy	2,207 +80	+4%	+$59.3K	0.12%	136
2025 Q2	$1.51M	Sell	2,127 -63	-3%	-$36.5K	0.11%	149
2025 Q1	$1.2M	Buy	+2,190	New	+$1.32M	0.12%	125
2023 Q3	–	Sell	-17	Closed	-$5.48K	–	234
2023 Q2	$5.48K	Hold	17	–	–	﹤0.01%	297
2023 Q1	$5.56K	Buy	+17	New	+$5.92K	﹤0.01%	359

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthPlan Investment Management's GS Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Goldman Sachs (GS) stake by 83% in Q1 2026, selling an estimated $1.34M and leaving 304 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #413.

WealthPlan Investment Management first reported a position in GS in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.76M in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

WealthPlan Investment Management held 304 shares of Goldman Sachs worth $257K as of Q1 2026.
WealthPlan Investment Management sold 1,499 Goldman Sachs shares in Q1 2026, an estimated $1.34M.
Goldman Sachs made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2026, its #413 holding.
WealthPlan Investment Management first reported a position in Goldman Sachs in Q1 2023 and has held it in 7 quarters since.
WealthPlan Investment Management's Goldman Sachs position peaked at $1.76M in Q3 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.