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CVA Family Office’s Goldman Sachs GS Stock Holding History

CVA 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
Q2 		$1.33M Buy
1,313
+9
+0.7% +$8.78K 0.12% 104
2026
Q1 		$1.1M Buy
1,304
+167
+15% +$149K 0.12% 110
2025
Q4 		$1,000K Buy
1,137
+3
+0.3% +$2.45K 0.12% 106
2025
Q3 		$903K Buy
1,134
+9
+0.8% +$6.67K 0.12% 111
2025
Q2 		$796K Sell
1,125
-28
-2% -$16.2K 0.11% 116
2025
Q1 		$630K Buy
1,153
+63
+6% +$37.9K 0.1% 133
2024
Q4 		$624K Buy
1,090
+1,048
+2,495% +$585K 0.1% 131
2024
Q3 		$20.8K Buy
42
+1
+2% +$489 ﹤0.01% 649
2024
Q2 		$18.5K Buy
41
+5
+14% +$2.19K ﹤0.01% 653
2024
Q1 		$15K Buy
36
+1
+3% +$388 ﹤0.01% 690
2023
Q4 		$13.5K Buy
+35
New +$11.7K ﹤0.01% 680
2023
Q3 		– Sell
-15
Closed -$4.84K – 532
2023
Q2 		$4.84K Buy
15
+4
+36% +$1.31K ﹤0.01% 815
2023
Q1 		$3.6K Sell
11
-34
-76% -$11.8K ﹤0.01% 814
2022
Q4 		$15.5K Buy
+45
New +$15.7K ﹤0.01% 607

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CVA Family Office's GS Position: Q2 2026 in Review

CVA Family Office increased its Goldman Sachs (GS) stake by 0.69% in Q2 2026, buying an estimated $8.78K and bringing the position to 1,313 shares worth $1.33M. The position accounts for 0.12% of the portfolio, ranked #104.

CVA Family Office first reported a position in GS in Q4 2022 and has held it in 14 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • CVA Family Office held 1,313 shares of Goldman Sachs worth $1.33M as of Q2 2026.
  • CVA Family Office bought 9 Goldman Sachs shares in Q2 2026, an estimated $8.78K.
  • Goldman Sachs made up 0.12% of CVA Family Office's portfolio in Q2 2026, its #104 holding.
  • CVA Family Office first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.