GS β€” GOLDMAN SACHS GROUP INC

Ownership history in AVISO WEALTH MANAGEMENT  Β·  9 quarters on record

This page tracks every 13F SEC filing in which AVISO WEALTH MANAGEMENT reported a position in GOLDMAN SACHS GROUP INC (GS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.98% (2025 Q4)
πŸ“Š Avg. % of fund
1.19%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

AVISO WEALTH MANAGEMENT Γ— GS AI Analytics

πŸ“ˆ AVISO WEALTH MANAGEMENT outperformed the S&P 500 by +31.7% annually on this GS position. Timing score: 86% (6/7 decisions correct). Average cost basis: $557.19. Maximum drawdown during holding period: –4.1%.

πŸ“ˆ Position Alpha vs SPY
+31.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 31.7% per year on this position.
7 quarters analyzed

⏱️ Timing Score
86%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
6 of 7 add/trim decisions correct

πŸ’° Entry Quality
$557.19
+56.9% vs current ($874.40)

Best entry: $400.38 (2024 Q1)  Β·  Worst: $788.27 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–4.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

6 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ AVISO WEALTH MANAGEMENT has been actively increasing its GS allocation β€” a bullish signal from insiders.
Currently 1.98% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,347 -24 -0.4% 1.98% $4.7M $874.40
2025 Q3 ADDED 5,371 +233 +4.5% 1.86% $4.3M $788.27
2025 Q2 ADDED 5,138 +67 +1.3% 1.70% $3.6M $696.84
2025 Q1 ADDED 5,071 +2,406 +90.3% 1.47% $2.8M $535.20
2024 Q4 REDUCED 2,665 -19 -0.7% 0.78% $1.5M $558.23
2024 Q3 ADDED 2,684 +40 +1.5% 0.72% $1.3M $480.29
2024 Q2 REDUCED 2,644 -104 -3.8% 0.71% $1.2M $436.20
2024 Q1 ADDED 2,748 +46 +1.7% 0.72% $1.1M $400.38
2023 Q4 INITIATED 2,702 β€” β€” 0.76% $1.0M β€”

🏒 Other funds also holding GS

As of 2025 Q4 β€” sorted by position size

SHERMAN PORFOLIOS, LLC 10.46% CACTI ASSET MANAGEMENT LLC 3Y 7Y 10.11% PARK CIRCLE Co 3Y 7Y 8.55% Focused Investors LLC 3Y 7Y 7.79% BANTAMAC CAPITAL, LLC 3Y 7.16% BANTAMAC CAPITAL, LLC 3Y 7.16% Tenere Capital LLC 3Y 6.76% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.75% BARR E S & CO 3Y 7Y 6.7% CALIFORNIA FIRST LEASING CORP 3Y 6.62%
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