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Avalon Trust’s Goldman Sachs GS Stock Holding History

Avalon Trust’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 		$1.57M Buy
1,859
+400
+27% +$357K 0.11% 60
2025
Q4 		$1.28M Sell
1,459
-7
-0.5% -$5.71K 0.08% 65
2025
Q3 		$1.17M Buy
1,466
+16
+1% +$11.9K 0.08% 67
2025
Q2 		$1.03M Hold
1,450
– – 0.08% 72
2025
Q1 		$792K Sell
1,450
-250
-15% -$150K 0.06% 78
2024
Q4 		$973K Hold
1,700
– – 0.07% 75
2024
Q3 		$842K Hold
1,700
– – 0.06% 73
2024
Q2 		$769K Hold
1,700
– – 0.06% 76
2024
Q1 		$710K Sell
1,700
-150
-8% -$58.2K 0.06% 80
2023
Q4 		$714K Hold
1,850
– – 0.07% 72
2023
Q3 		$599K Sell
1,850
-200
-10% -$66.8K 0.06% 75
2023
Q2 		$661K Hold
2,050
– – 0.06% 76
2023
Q1 		$671K Buy
+2,050
New +$714K 0.07% 75

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avalon Trust's GS Position: Q1 2026 in Review

Avalon Trust increased its Goldman Sachs (GS) stake by 27% in Q1 2026, buying an estimated $357K and bringing the position to 1,859 shares worth $1.57M. The position accounts for 0.11% of the portfolio, ranked #60.

Avalon Trust first reported a position in GS in Q1 2023 and has held it in 13 quarters since. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Avalon Trust held 1,859 shares of Goldman Sachs worth $1.57M as of Q1 2026.
  • Avalon Trust bought 400 Goldman Sachs shares in Q1 2026, an estimated $357K.
  • Goldman Sachs made up 0.11% of Avalon Trust's portfolio in Q1 2026, its #60 holding.
  • Avalon Trust first reported a position in Goldman Sachs in Q1 2023 and has held it in 13 quarters since.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.