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Avior Wealth Management’s Goldman Sachs GS Stock Holding History

Avior Wealth Management’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 		$7.37M Sell
7,284
-321
-4% -$313K 0.19% 107
2026
Q1 		$6.43M Sell
7,605
-28
-0.4% -$25K 0.18% 112
2025
Q4 		$6.71M Sell
7,633
-349
-4% -$285K 0.21% 90
2025
Q3 		$6.36M Sell
7,982
-414
-5% -$307K 0.2% 88
2025
Q2 		$5.94M Sell
8,396
-181
-2% -$105K 0.21% 87
2025
Q1 		$4.69M Sell
8,577
-1,157
-12% -$696K 0.18% 93
2024
Q4 		$5.57M Sell
9,734
-2,129
-18% -$1.19M 0.2% 88
2024
Q3 		$5.87M Buy
11,863
+459
+4% +$225K 0.23% 82
2024
Q2 		$5.16M Sell
11,404
-814
-7% -$357K 0.22% 83
2024
Q1 		$5.1M Buy
12,218
+1,315
+12% +$510K 0.24% 79
2023
Q4 		$4.21M Buy
10,903
+1
+0% +$334 0.25% 75
2023
Q3 		$3.53M Buy
10,902
+23
+0.2% +$7.68K 0.24% 80
2023
Q2 		$3.51M Buy
10,879
+558
+5% +$183K 0.23% 82
2023
Q1 		$3.38M Buy
10,321
+447
+5% +$156K 0.23% 86
2022
Q4 		$3.39M Sell
9,874
-39
-0.4% -$13.6K 0.26% 82
2022
Q3 		$2.9M Buy
9,913
+182
+2% +$59K 0.24% 80
2022
Q2 		$2.89M Sell
9,731
-274
-3% -$85.3K 0.29% 72
2022
Q1 		$3.3M Buy
10,005
+260
+3% +$91.8K 0.28% 75
2021
Q4 		$3.73M Buy
9,745
+383
+4% +$152K 0.31% 70
2021
Q3 		$3.54M Sell
9,362
-294
-3% -$115K 0.29% 69
2021
Q2 		$3.66M Sell
9,656
-108
-1% -$38.6K 0.37% 61
2021
Q1 		$3.19M Sell
9,764
-67
-0.7% -$20.9K 0.34% 65
2020
Q4 		$2.59M Buy
9,831
+663
+7% +$148K 0.32% 75
2020
Q3 		$1.84M Buy
9,168
+987
+12% +$201K 0.26% 90
2020
Q2 		$1.62M Buy
8,181
+145
+2% +$27.2K 0.25% 95
2020
Q1 		$1.24M Buy
8,036
+303
+4% +$64.3K 0.24% 107
2019
Q4 		$1.78M Buy
7,733
+295
+4% +$64K 0.29% 92
2019
Q3 		$1.54M Sell
7,438
-235
-3% -$49.1K 0.27% 96
2019
Q2 		$1.57M Buy
7,673
+525
+7% +$104K 0.28% 91
2019
Q1 		$1.4M Buy
7,148
+318
+5% +$61.3K 0.3% 86
2018
Q4 		$1.18M Sell
6,830
-728
-10% -$147K 0.28% 90
2018
Q3 		$1.7M Buy
7,558
+67
+0.9% +$15.6K 0.36% 73
2018
Q2 		$1.66M Sell
7,491
-207
-3% -$49.4K 0.37% 72
2018
Q1 		$1.93M Sell
7,698
-227
-3% -$59.1K 0.45% 59
2017
Q4 		$2.01M Sell
7,925
-103
-1% -$25.3K 0.45% 60
2017
Q3 		$1.86M Buy
8,028
+73
+0.9% +$16.5K 0.61% 50
2017
Q2 		$1.73M Sell
7,955
-276
-3% -$61.3K 0.71% 39
2017
Q1 		$1.85M Buy
8,231
+541
+7% +$131K 0.62% 47
2016
Q4 		$1.78M Sell
7,690
-171
-2% -$34.7K 0.67% 37
2016
Q3 		$1.27M Buy
7,861
+848
+12% +$138K 0.5% 70
2016
Q2 		$1.04M Buy
7,013
+371
+6% +$57.9K 0.44% 82
2016
Q1 		$1.04M Buy
6,642
+751
+13% +$116K 0.46% 80
2015
Q4 		$1.06M Buy
5,891
+210
+4% +$39K 0.58% 57
2015
Q3 		$989K Buy
5,681
+5,035
+779% +$987K 0.58% 49
2015
Q2 		$133K Sell
646
-115
-15% -$23.4K 0.1% 82
2015
Q1 		$143K Buy
761
+100
+15% +$18.6K 0.11% 78
2014
Q4 		$128K Hold
661
– – 0.1% 82
2014
Q3 		$121K Hold
661
– – 0.1% 82
2014
Q2 		$111K Sell
661
-349
-35% -$56.3K 0.09% 85
2014
Q1 		$165K Hold
1,010
– – 0.14% 62
2013
Q4 		$179K Buy
+1,010
New +$167K 0.17% 58

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

Avior Wealth Management's GS Position: Q2 2026 in Review

Avior Wealth Management reduced its Goldman Sachs (GS) stake by 4.2% in Q2 2026, selling an estimated $313K and leaving 7,284 shares worth $7.37M. The position accounts for 0.19% of the portfolio, ranked #107.

Avior Wealth Management first reported a position in GS in Q4 2013 and has held it in 51 quarters since. 1,034 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Avior Wealth Management held 7,284 shares of Goldman Sachs worth $7.37M as of Q2 2026.
  • Avior Wealth Management sold 321 Goldman Sachs shares in Q2 2026, an estimated $313K.
  • Goldman Sachs made up 0.19% of Avior Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Avior Wealth Management first reported a position in Goldman Sachs in Q4 2013 and has held it in 51 quarters since.
  • 1,034 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.