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Concurrent Investment Advisors’s Goldman Sachs GS Stock Holding History

Concurrent Investment Advisors’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 		– Sell
-100
Closed -$87.9K – 1975
2025
Q4 		$87.9K Buy
+100
New +$81.6K ﹤0.01% 1716
2025
Q2 		– Sell
-100
Closed -$54.6K – 1428
2025
Q1 		$54.6K Hold
100
– – ﹤0.01% 1195
2024
Q4 		$57.3K Buy
+100
New +$55.8K ﹤0.01% 1063

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

Concurrent Investment Advisors's GS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Goldman Sachs (GS) stake by 11% in Q2 2026, buying an estimated $2.69M and bringing the position to 28,504 shares worth $28.8M. The position accounts for 0.25% of the portfolio, ranked #74.

Concurrent Investment Advisors first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Concurrent Investment Advisors held 28,504 shares of Goldman Sachs worth $28.8M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,764 Goldman Sachs shares in Q2 2026, an estimated $2.69M.
  • Goldman Sachs made up 0.25% of Concurrent Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • Concurrent Investment Advisors first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.