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Perennial Investment Advisors’s Goldman Sachs GS Stock Holding History

Perennial 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
Q2 		$1.06M Buy
1,050
+23
+2% +$22.4K 0.07% 208
2026
Q1 		$869K Buy
1,027
+54
+6% +$48.2K 0.07% 208
2025
Q4 		$856K Sell
973
-141
-13% -$115K 0.07% 204
2025
Q3 		$888K Buy
1,114
+251
+29% +$186K 0.07% 195
2025
Q2 		$611K Buy
863
+220
+34% +$127K 0.06% 238
2025
Q1 		$351K Buy
+643
New +$387K 0.04% 289

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Perennial Investment Advisors increased its Goldman Sachs (GS) stake by 2.2% in Q2 2026, buying an estimated $22.4K and bringing the position to 1,050 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #208.

Perennial Investment Advisors first reported a position in GS in Q1 2025 and has held it in 6 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Perennial Investment Advisors held 1,050 shares of Goldman Sachs worth $1.06M as of Q2 2026.
  • Perennial Investment Advisors bought 23 Goldman Sachs shares in Q2 2026, an estimated $22.4K.
  • Goldman Sachs made up 0.07% of Perennial Investment Advisors's portfolio in Q2 2026, its #208 holding.
  • Perennial Investment Advisors first reported a position in Goldman Sachs in Q1 2025 and has held it in 6 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.