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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 $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 $295B AUM 31.6% 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

Concurrent Investment Advisors's GS Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Goldman Sachs (GS) stake by 13% in Q1 2026, selling an estimated $3.44M and leaving 25,740 shares worth $21.8M. The position accounts for 0.24% of the portfolio, ranked #89.

Concurrent Investment Advisors first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $26M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Concurrent Investment Advisors held 25,740 shares of Goldman Sachs worth $21.8M as of Q1 2026.
  • Concurrent Investment Advisors sold 3,861 Goldman Sachs shares in Q1 2026, an estimated $3.44M.
  • Goldman Sachs made up 0.24% of Concurrent Investment Advisors's portfolio in Q1 2026, its #89 holding.
  • Concurrent Investment Advisors first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Goldman Sachs position peaked at $26M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.