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Biltmore Family Office’s Goldman Sachs GS Stock Holding History

Biltmore Family Office’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 		$7.17M Sell
8,471
-645
-7% -$575K 1% 16
2025
Q4 		$8.01M Sell
9,116
-608
-6% -$496K 1.11% 13
2025
Q3 		$7.74M Buy
9,724
+8,288
+577% +$6.14M 1.1% 13
2025
Q2 		$1.02M Sell
1,436
-100
-7% -$57.9K 0.17% 88
2025
Q1 		$839K Buy
1,536
+3
+0.2% +$1.8K 0.14% 97
2024
Q4 		$878K Hold
1,533
– – 0.15% 93
2024
Q3 		$759K Sell
1,533
-97
-6% -$47.4K 0.13% 95
2024
Q2 		$737K Buy
1,630
+23
+1% +$10.1K 0.14% 93
2024
Q1 		$671K Buy
1,607
+74
+5% +$28.7K 0.13% 94
2023
Q4 		$591K Hold
1,533
– – 0.12% 99
2023
Q3 		$496K Buy
1,533
+4
+0.3% +$1.34K 0.11% 112
2023
Q2 		$493K Sell
1,529
-10
-0.6% -$3.29K 0.1% 110
2023
Q1 		$503K Buy
1,539
+2
+0.1% +$696 0.11% 125
2022
Q4 		$528K Buy
1,537
+20
+1% +$6.96K 0.11% 122
2022
Q3 		$445K Buy
1,517
+17
+1% +$5.51K 0.1% 109
2022
Q2 		$446K Sell
1,500
-9
-0.6% -$2.8K 0.11% 114
2022
Q1 		$498K Hold
1,509
– – 0.11% 108
2021
Q4 		$577K Sell
1,509
-446
-23% -$177K 0.11% 112
2021
Q3 		$739K Buy
1,955
+446
+30% +$174K 0.18% 86
2021
Q2 		$573K Buy
1,509
+9
+0.6% +$3.22K 0.16% 91
2021
Q1 		$490K Hold
1,500
– – 0.15% 92
2020
Q4 		$396K Hold
1,500
– – 0.12% 116
2020
Q3 		$301K Hold
1,500
– – 0.17% 110
2020
Q2 		$296K Hold
1,500
– – 0.18% 111
2020
Q1 		$232K Buy
+1,500
New +$318K 0.15% 125

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Biltmore Family Office's GS Position: Q1 2026 in Review

Biltmore Family Office reduced its Goldman Sachs (GS) stake by 7.1% in Q1 2026, selling an estimated $575K and leaving 8,471 shares worth $7.17M. The position accounts for 1% of the portfolio, ranked #16.

Biltmore Family Office first reported a position in GS in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.01M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Biltmore Family Office held 8,471 shares of Goldman Sachs worth $7.17M as of Q1 2026.
  • Biltmore Family Office sold 645 Goldman Sachs shares in Q1 2026, an estimated $575K.
  • Goldman Sachs made up 1% of Biltmore Family Office's portfolio in Q1 2026, its #16 holding.
  • Biltmore Family Office first reported a position in Goldman Sachs in Q1 2020 and has held it in 25 quarters since.
  • Biltmore Family Office's Goldman Sachs position peaked at $8.01M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.