Sonoma Private Wealth’s Goldman Sachs GS Stock Holding History

Sonoma Private Wealth’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	$706K	Sell	835 -264	-24%	-$236K	0.87%	34
2025 Q4	$966K	Hold	1,099	–	–	1.17%	23
2025 Q3	$875K	Buy	1,099 +7	+0.6%	+$5.19K	1.05%	24
2025 Q2	$773K	Sell	1,092 -18	-2%	-$10.4K	0.95%	28
2025 Q1	$606K	Buy	1,110 +146	+15%	+$87.9K	0.84%	35
2024 Q4	$552K	Sell	964 -5	-0.5%	-$2.79K	0.89%	39
2024 Q3	$480K	Sell	969 -57	-6%	-$27.9K	0.75%	47
2024 Q2	$464K	Sell	1,026 -15	-1%	-$6.58K	0.75%	43
2024 Q1	$435K	Sell	1,041 -8	-0.8%	-$3.1K	0.7%	51
2023 Q4	$405K	Buy	+1,049	New	+$350K	0.67%	51

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

Sonoma Private Wealth's GS Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Goldman Sachs (GS) stake by 24% in Q1 2026, selling an estimated $236K and leaving 835 shares worth $706K. The position accounts for 0.87% of the portfolio, ranked #34.

Sonoma Private Wealth first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $966K in Q4 2025. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Sonoma Private Wealth held 835 shares of Goldman Sachs worth $706K as of Q1 2026.
Sonoma Private Wealth sold 264 Goldman Sachs shares in Q1 2026, an estimated $236K.
Goldman Sachs made up 0.87% of Sonoma Private Wealth's portfolio in Q1 2026, its #34 holding.
Sonoma Private Wealth first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
Sonoma Private Wealth's Goldman Sachs position peaked at $966K in Q4 2025.
2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.