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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
Q2 		$1.88M Hold
1,859
– – 0.12% 60
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 $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

Avalon Trust's GS Position: Q2 2026 in Review

Avalon Trust held its Goldman Sachs (GS) position steady in Q2 2026 at 1,859 shares worth $1.88M. The position accounts for 0.12% of the portfolio, ranked #60.

Avalon Trust first reported a position in GS in Q1 2023 and has held it in 14 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Avalon Trust held 1,859 shares of Goldman Sachs worth $1.88M as of Q2 2026.
  • Avalon Trust left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.12% of Avalon Trust's portfolio in Q2 2026, its #60 holding.
  • Avalon Trust first reported a position in Goldman Sachs in Q1 2023 and has held it in 14 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.