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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
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 $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

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

Perennial Investment Advisors increased its Goldman Sachs (GS) stake by 5.5% in Q1 2026, buying an estimated $48.2K and bringing the position to 1,027 shares worth $869K. 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 5 quarters since. The position peaked at $888K in Q3 2025. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Perennial Investment Advisors held 1,027 shares of Goldman Sachs worth $869K as of Q1 2026.
  • Perennial Investment Advisors bought 54 Goldman Sachs shares in Q1 2026, an estimated $48.2K.
  • Goldman Sachs made up 0.07% of Perennial Investment Advisors's portfolio in Q1 2026, its #208 holding.
  • Perennial Investment Advisors first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
  • Perennial Investment Advisors's Goldman Sachs position peaked at $888K in Q3 2025.
  • 2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.