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Sonoma Allocations’s Goldman Sachs GS Stock Holding History

Sonoma Allocations’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 		$441K Sell
428
-79
-16% -$77K 0.14% 81
2026
Q1 		$439K Sell
507
-96
-16% -$85.6K 0.15% 102
2025
Q4 		$569K Buy
603
+34
+6% +$27.7K 0.19% 73
2025
Q3 		$432K Buy
+569
New +$422K 0.16% 79

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

Sonoma Allocations's GS Position: Q2 2026 in Review

Sonoma Allocations reduced its Goldman Sachs (GS) stake by 16% in Q2 2026, selling an estimated $77K and leaving 428 shares worth $441K. The position accounts for 0.14% of the portfolio, ranked #81.

Sonoma Allocations first reported a position in GS in Q3 2025 and has held it in 4 quarters since. The position peaked at $569K in Q4 2025. 3,153 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Sonoma Allocations held 428 shares of Goldman Sachs worth $441K as of Q2 2026.
  • Sonoma Allocations sold 79 Goldman Sachs shares in Q2 2026, an estimated $77K.
  • Goldman Sachs made up 0.14% of Sonoma Allocations's portfolio in Q2 2026, its #81 holding.
  • Sonoma Allocations first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • Sonoma Allocations's Goldman Sachs position peaked at $569K in Q4 2025.
  • 3,153 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.