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Avantra Family Wealth’s Goldman Sachs GS Stock Holding History

Avantra Family Wealth’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 		$232K Sell
229
-9
-4% -$8.78K 0.15% 159
2026
Q1 		$201K Sell
238
-106
-31% -$94.6K 0.15% 156
2025
Q4 		$302K Buy
344
+7
+2% +$5.71K 0.22% 122
2025
Q3 		$268K Sell
337
-276
-45% -$205K 0.2% 133
2025
Q2 		$434K Sell
613
-55
-8% -$31.9K 0.36% 85
2025
Q1 		$365K Sell
668
-113
-14% -$68K 0.35% 102
2024
Q4 		$447K Buy
+781
New +$436K 0.42% 91

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Avantra Family Wealth's GS Position: Q2 2026 in Review

Avantra Family Wealth reduced its Goldman Sachs (GS) stake by 3.8% in Q2 2026, selling an estimated $8.78K and leaving 229 shares worth $232K. The position accounts for 0.15% of the portfolio, ranked #159.

Avantra Family Wealth first reported a position in GS in Q4 2024 and has held it in 7 quarters since. The position peaked at $447K in Q4 2024. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Avantra Family Wealth held 229 shares of Goldman Sachs worth $232K as of Q2 2026.
  • Avantra Family Wealth sold 9 Goldman Sachs shares in Q2 2026, an estimated $8.78K.
  • Goldman Sachs made up 0.15% of Avantra Family Wealth's portfolio in Q2 2026, its #159 holding.
  • Avantra Family Wealth first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • Avantra Family Wealth's Goldman Sachs position peaked at $447K in Q4 2024.
  • 1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.