Perennial Advisors’s Goldman Sachs GS Stock Holding History

Perennial 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	-232	Closed	-$204K	–	127
2025 Q4	$204K	Buy	+232	New	+$189K	0.03%	123
2023 Q2	–	Sell	-664	Closed	-$217K	–	121
2023 Q1	$217K	Buy	+664	New	+$231K	0.06%	99
2021 Q3	–	Sell	-238	Closed	-$90K	–	152
2021 Q2	$90K	Sell	238 -11	-4%	-$3.94K	0.03%	116
2021 Q1	$81K	Buy	+249	New	+$77.5K	0.03%	118
2019 Q1	–	Sell	-75	Closed	-$13K	–	123
2018 Q4	$13K	Sell	75 -45	-38%	-$9.08K	0.01%	155
2018 Q3	$27K	Hold	120	–	–	0.02%	127
2018 Q2	$26K	Buy	120 +45	+60%	+$10.7K	0.02%	129
2018 Q1	$19K	Sell	75 -670	-90%	-$174K	0.01%	140
2017 Q4	$190K	Sell	745 -1,180	-61%	-$289K	0.12%	75
2017 Q3	$457K	Buy	1,925 +90	+5%	+$20.3K	0.31%	59
2017 Q2	$407K	Buy	1,835 +100	+6%	+$22.2K	0.3%	59
2017 Q1	$399K	Buy	1,735 +1,660	+2,213%	+$401K	0.31%	60
2016 Q4	$18K	Buy	+75	New	+$15.2K	0.01%	134

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perennial Advisors's GS Position: Q1 2026 in Review

Perennial Advisors sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 232 shares — an estimated $204K sold.

Perennial Advisors first reported a position in GS in Q4 2016 and held it in 13 quarters. The position peaked at $457K in Q3 2017. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Perennial Advisors reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
Perennial Advisors sold 232 Goldman Sachs shares in Q1 2026, an estimated $204K.
Perennial Advisors first reported a position in Goldman Sachs in Q4 2016 and held it in 13 quarters.
Perennial Advisors's Goldman Sachs position peaked at $457K in Q3 2017.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Perennial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.