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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
Q2 		$532K Buy
526
+25
+5% +$24.4K 0.16% 168
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 $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

Tred Avon Family Wealth's GS Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Goldman Sachs (GS) stake by 5% in Q2 2026, buying an estimated $24.4K and bringing the position to 526 shares worth $532K. The position accounts for 0.16% of the portfolio, ranked #168.

Tred Avon Family Wealth first reported a position in GS in Q3 2025 and has held it in 4 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Tred Avon Family Wealth held 526 shares of Goldman Sachs worth $532K as of Q2 2026.
  • Tred Avon Family Wealth bought 25 Goldman Sachs shares in Q2 2026, an estimated $24.4K.
  • Goldman Sachs made up 0.16% of Tred Avon Family Wealth's portfolio in Q2 2026, its #168 holding.
  • Tred Avon Family Wealth first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.