TAFW
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Tred Avon Family Wealth’s Goldman Sachs GS Stock Holding History

Tred Avon Family Wealth’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 		$424K Buy
501
+10
+2% +$8.92K 0.14% 187
2025
Q4 		$432K Hold
491
– – 0.14% 165
2025
Q3 		$391K Buy
+491
New +$364K 0.13% 178

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 $336B AUM 34.66% 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

Tred Avon Family Wealth's GS Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Goldman Sachs (GS) stake by 2% in Q1 2026, buying an estimated $8.92K and bringing the position to 501 shares worth $424K. The position accounts for 0.14% of the portfolio, ranked #187.

Tred Avon Family Wealth first reported a position in GS in Q3 2025 and has held it in 3 quarters since. The position peaked at $432K in Q4 2025. 2,986 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Tred Avon Family Wealth held 501 shares of Goldman Sachs worth $424K as of Q1 2026.
  • Tred Avon Family Wealth bought 10 Goldman Sachs shares in Q1 2026, an estimated $8.92K.
  • Goldman Sachs made up 0.14% of Tred Avon Family Wealth's portfolio in Q1 2026, its #187 holding.
  • Tred Avon Family Wealth first reported a position in Goldman Sachs in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Goldman Sachs position peaked at $432K in Q4 2025.
  • 2,986 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.