AWE
GS icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Avidian Wealth Enterprises's GS Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Goldman Sachs (GS) stake by 58% in Q2 2026, buying an estimated $338K and bringing the position to 946 shares worth $957K. The position accounts for 0.03% of the portfolio, ranked #328.

Avidian Wealth Enterprises first reported a position in GS in Q4 2021 and has held it in 7 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Avidian Wealth Enterprises held 946 shares of Goldman Sachs worth $957K as of Q2 2026.
  • Avidian Wealth Enterprises bought 347 Goldman Sachs shares in Q2 2026, an estimated $338K.
  • Goldman Sachs made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #328 holding.
  • Avidian Wealth Enterprises first reported a position in Goldman Sachs in Q4 2021 and has held it in 7 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.