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 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 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

Aviso Wealth Management's GS Position: Q1 2026 in Review

Aviso Wealth Management increased its Goldman Sachs (GS) stake by 1.3% in Q1 2026, buying an estimated $59.8K and bringing the position to 5,414 shares worth $4.58M. The position accounts for 2.06% of the portfolio, ranked #11.

Aviso Wealth Management first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.7M in Q4 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Aviso Wealth Management held 5,414 shares of Goldman Sachs worth $4.58M as of Q1 2026.
Aviso Wealth Management bought 67 Goldman Sachs shares in Q1 2026, an estimated $59.8K.
Goldman Sachs made up 2.06% of Aviso Wealth Management's portfolio in Q1 2026, its #11 holding.
Aviso Wealth Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Goldman Sachs position peaked at $4.7M in Q4 2025.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.