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Aventura Private Wealth’s Goldman Sachs GS Stock Holding History

Aventura Private 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 		$326K Buy
323
+110
+52% +$107K 0.1% 133
2026
Q1 		$180K Buy
213
+23
+12% +$20.5K 0.07% 159
2025
Q4 		$167K Buy
190
+4
+2% +$3.26K 0.06% 163
2025
Q3 		$148K Buy
186
+47
+34% +$34.8K 0.05% 180
2025
Q2 		$98.4K Buy
139
+2
+1% +$1.16K 0.04% 210
2025
Q1 		$74.9K Buy
137
+76
+125% +$45.7K 0.04% 218
2024
Q4 		$34.9K Buy
+61
New +$34K 0.02% 289

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Aventura Private Wealth's GS Position: Q2 2026 in Review

Aventura Private Wealth increased its Goldman Sachs (GS) stake by 52% in Q2 2026, buying an estimated $107K and bringing the position to 323 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #133.

Aventura Private Wealth first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Aventura Private Wealth held 323 shares of Goldman Sachs worth $326K as of Q2 2026.
  • Aventura Private Wealth bought 110 Goldman Sachs shares in Q2 2026, an estimated $107K.
  • Goldman Sachs made up 0.1% of Aventura Private Wealth's portfolio in Q2 2026, its #133 holding.
  • Aventura Private Wealth first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.