Avidian Wealth Enterprises’s Goldman Sachs GS Stock Holding History

Avidian Wealth Enterprises’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 Q3	$846K	Sell	940 -6	-0.6%	-$6.14K	0.02%	355
2026 Q2	$957K	Buy	946 +347	+58%	+$338K	0.03%	328
2026 Q1	$507K	Buy	599 +172	+40%	+$153K	0.02%	432
2025 Q4	$375K	Sell	427 -17	-4%	-$13.9K	0.01%	430
2025 Q3	$354K	Buy	444 +106	+31%	+$78.5K	0.01%	433
2025 Q2	$239K	Buy	+338	New	+$196K	0.01%	487
2022 Q2	–	Sell	-884	Closed	-$292K	–	467
2022 Q1	$292K	Hold	884	–	–	0.02%	393
2021 Q4	$338K	Buy	+884	New	+$350K	0.02%	380

Other funds holding GS

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

CAM

Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Avidian Wealth Enterprises's GS Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Goldman Sachs (GS) stake by 0.63% in Q3 2026, selling an estimated $6.14K and leaving 940 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #355.

Avidian Wealth Enterprises first reported a position in GS in Q4 2021 and has held it in 8 quarters since. The position peaked at $957K in Q2 2026. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Avidian Wealth Enterprises held 940 shares of Goldman Sachs worth $846K as of Q3 2026.
Avidian Wealth Enterprises sold 6 Goldman Sachs shares in Q3 2026, an estimated $6.14K.
Goldman Sachs made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #355 holding.
Avidian Wealth Enterprises first reported a position in Goldman Sachs in Q4 2021 and has held it in 8 quarters since.
Avidian Wealth Enterprises's Goldman Sachs position peaked at $957K in Q2 2026.
153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.