AWM
GS icon

Aviso Wealth Management’s Goldman Sachs GS Stock Holding History

Aviso 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 		$5.31M Sell
5,252
-162
-3% -$158K 1.81% 14
2026
Q1 		$4.58M Buy
5,414
+67
+1% +$59.8K 2.06% 11
2025
Q4 		$4.7M Sell
5,347
-24
-0.4% -$19.6K 1.98% 10
2025
Q3 		$4.28M Buy
5,371
+233
+5% +$173K 1.86% 11
2025
Q2 		$3.64M Buy
5,138
+67
+1% +$38.8K 1.7% 13
2025
Q1 		$2.77M Buy
5,071
+2,406
+90% +$1.45M 1.47% 16
2024
Q4 		$1.53M Sell
2,665
-19
-0.7% -$10.6K 0.78% 35
2024
Q3 		$1.33M Buy
2,684
+40
+2% +$19.6K 0.72% 37
2024
Q2 		$1.2M Sell
2,644
-104
-4% -$45.6K 0.71% 37
2024
Q1 		$1.15M Buy
2,748
+46
+2% +$17.9K 0.72% 36
2023
Q4 		$1.04M Buy
+2,702
New +$902K 0.76% 35

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

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

Aviso Wealth Management reduced its Goldman Sachs (GS) stake by 3% in Q2 2026, selling an estimated $158K and leaving 5,252 shares worth $5.31M. The position accounts for 1.81% of the portfolio, ranked #14.

Aviso Wealth Management first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Aviso Wealth Management held 5,252 shares of Goldman Sachs worth $5.31M as of Q2 2026.
  • Aviso Wealth Management sold 162 Goldman Sachs shares in Q2 2026, an estimated $158K.
  • Goldman Sachs made up 1.81% of Aviso Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Aviso Wealth Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.