Avity Investment Management’s Goldman Sachs GS Stock Holding History

Avity Investment 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	$2.9M	Hold	2,872	–	–	0.19%	50
2026 Q1	$2.43M	Sell	2,872 -17	-0.6%	-$15.2K	0.18%	53
2025 Q4	$2.54M	Sell	2,889 -6	-0.2%	-$4.9K	0.18%	47
2025 Q3	$2.31M	Sell	2,895 -30	-1%	-$22.2K	0.16%	49
2025 Q2	$2.07M	Hold	2,925	–	–	0.15%	50
2025 Q1	$1.6M	Hold	2,925	–	–	0.13%	52
2024 Q4	$1.67M	Sell	2,925 -5	-0.2%	-$2.79K	0.13%	52
2024 Q3	$1.45M	Buy	+2,930	New	+$1.43M	0.11%	50
2020 Q2	–	Sell	-1,640	Closed	-$254K	–	69
2020 Q1	$254K	Sell	1,640 -1,000	-38%	-$212K	0.04%	56
2019 Q4	$607K	Sell	2,640 -100	-4%	-$21.7K	0.07%	44
2019 Q3	$568K	Sell	2,740 -160	-6%	-$33.5K	0.07%	43
2019 Q2	$593K	Sell	2,900 -2,060	-42%	-$408K	0.07%	43
2019 Q1	$952K	Sell	4,960 -2,175	-30%	-$420K	0.12%	42
2018 Q4	$1.19M	Sell	7,135 -53,287	-88%	-$10.7M	0.17%	40
2018 Q3	$13.5M	Buy	60,422 +615	+1%	+$143K	1.61%	31
2018 Q2	$13.2M	Buy	59,807 +24,262	+68%	+$5.79M	1.67%	29
2018 Q1	$8.95M	Buy	+35,545	New	+$9.25M	1.17%	30

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

Avity Investment Management's GS Position: Q2 2026 in Review

Avity Investment Management held its Goldman Sachs (GS) position steady in Q2 2026 at 2,872 shares worth $2.9M. The position accounts for 0.19% of the portfolio, ranked #50.

Avity Investment Management first reported a position in GS in Q1 2018 and has held it in 17 quarters since. The position peaked at $13.5M in Q3 2018. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Avity Investment Management held 2,872 shares of Goldman Sachs worth $2.9M as of Q2 2026.
Avity Investment Management left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.19% of Avity Investment Management's portfolio in Q2 2026, its #50 holding.
Avity Investment Management first reported a position in Goldman Sachs in Q1 2018 and has held it in 17 quarters since.
Avity Investment Management's Goldman Sachs position peaked at $13.5M in Q3 2018.
1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.