Avestar Capital’s Goldman Sachs GS Stock Holding History

Avestar Capital’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
2022 Q2	–	Sell	-5,000	Closed	-$1.65M	–	338
2022 Q1	$1.65M	Sell	5,000 -5,000	-50%	-$1.77M	0.26%	79
2021 Q4	$3.83M	Buy	+10,000	New	+$3.96M	0.47%	50
2021 Q3	–	Sell	-15,000	Closed	-$5.69M	–	467
2021 Q2	$5.69M	Buy	+15,000	New	+$5.37M	0.76%	28

Other funds holding GS

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Avestar Capital's GS Position: Q2 2026 in Review

Avestar Capital increased its Goldman Sachs (GS) stake by 10% in Q2 2026, buying an estimated $279K and bringing the position to 3,084 shares worth $3.12M. The position accounts for 0.17% of the portfolio, ranked #104.

Avestar Capital first reported a position in GS in Q4 2017 and has held it in 30 quarters since. 1,510 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Avestar Capital held 3,084 shares of Goldman Sachs worth $3.12M as of Q2 2026.
Avestar Capital bought 286 Goldman Sachs shares in Q2 2026, an estimated $279K.
Goldman Sachs made up 0.17% of Avestar Capital's portfolio in Q2 2026, its #104 holding.
Avestar Capital first reported a position in Goldman Sachs in Q4 2017 and has held it in 30 quarters since.
1,510 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.