Avion Wealth’s Goldman Sachs GS Stock Holding History

Avion 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 Q1	$49K	Sell	59 -3	-5%	-$2.68K	0.01%	211
2025 Q4	$54K	Buy	62 +1	+2%	+$816	0.01%	195
2025 Q3	$48K	Buy	61 +2	+3%	+$1.48K	0.01%	219
2025 Q2	$41K	Buy	59 +14	+31%	+$8.11K	0.01%	223
2025 Q1	$25K	Hold	45	–	–	0.01%	262
2024 Q4	$25K	Buy	45 +4	+10%	+$2.23K	0.01%	262
2024 Q3	$20K	Buy	41 +4	+11%	+$1.96K	0.01%	257
2024 Q2	$16K	Sell	37 -20	-35%	-$8.78K	﹤0.01%	257
2024 Q1	$24K	Buy	57 +31	+119%	+$12K	0.01%	211
2023 Q4	$10K	Hold	26	–	–	﹤0.01%	279
2023 Q3	$8K	Sell	26 -1	-4%	-$334	﹤0.01%	292
2023 Q2	$8K	Buy	27 +3	+13%	+$986	﹤0.01%	307
2023 Q1	$8K	Buy	24 +2	+9%	+$696	﹤0.01%	275
2022 Q4	$6K	Hold	22	–	–	﹤0.01%	300
2022 Q3	$6K	Hold	22	–	–	﹤0.01%	309
2022 Q2	$7K	Hold	22	–	–	﹤0.01%	291
2022 Q1	$7K	Hold	22	–	–	﹤0.01%	264
2021 Q4	$8K	Hold	22	–	–	﹤0.01%	257
2021 Q3	$8K	Hold	22	–	–	﹤0.01%	250
2021 Q2	$8K	Hold	22	–	–	﹤0.01%	242
2021 Q1	$7K	Hold	22	–	–	﹤0.01%	239
2020 Q4	$6K	Hold	22	–	–	﹤0.01%	257
2020 Q3	$4K	Hold	22	–	–	﹤0.01%	241
2020 Q2	$4K	Hold	22	–	–	﹤0.01%	210
2020 Q1	$3K	Buy	+22	New	+$4.67K	﹤0.01%	241

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avion Wealth's GS Position: Q1 2026 in Review

Avion Wealth reduced its Goldman Sachs (GS) stake by 4.8% in Q1 2026, selling an estimated $2.68K and leaving 59 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #211.

Avion Wealth first reported a position in GS in Q1 2020 and has held it in 25 quarters since. The position peaked at $54K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Avion Wealth held 59 shares of Goldman Sachs worth $49K as of Q1 2026.
Avion Wealth sold 3 Goldman Sachs shares in Q1 2026, an estimated $2.68K.
Goldman Sachs made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #211 holding.
Avion Wealth first reported a position in Goldman Sachs in Q1 2020 and has held it in 25 quarters since.
Avion Wealth's Goldman Sachs position peaked at $54K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.