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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
Q2 		$360K Buy
356
+52
+17% +$50.7K 0.02% 376
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
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

WealthPlan Investment Management's GS Position: Q2 2026 in Review

WealthPlan Investment Management increased its Goldman Sachs (GS) stake by 17% in Q2 2026, buying an estimated $50.7K and bringing the position to 356 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #376.

WealthPlan Investment Management first reported a position in GS in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.76M in Q3 2025. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • WealthPlan Investment Management held 356 shares of Goldman Sachs worth $360K as of Q2 2026.
  • WealthPlan Investment Management bought 52 Goldman Sachs shares in Q2 2026, an estimated $50.7K.
  • Goldman Sachs made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #376 holding.
  • WealthPlan Investment Management first reported a position in Goldman Sachs in Q1 2023 and has held it in 8 quarters since.
  • WealthPlan Investment Management's Goldman Sachs position peaked at $1.76M in Q3 2025.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.