SPW
GS icon

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
Q2 		$844K Hold
835
– – 0.91% 34
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
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 Private Wealth's GS Position: Q2 2026 in Review

Sonoma Private Wealth held its Goldman Sachs (GS) position steady in Q2 2026 at 835 shares worth $844K. The position accounts for 0.91% of the portfolio, ranked #34.

Sonoma Private Wealth first reported a position in GS in Q4 2023 and has held it in 11 quarters since. The position peaked at $966K in Q4 2025. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Sonoma Private Wealth held 835 shares of Goldman Sachs worth $844K as of Q2 2026.
  • Sonoma Private Wealth left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.91% of Sonoma Private Wealth's portfolio in Q2 2026, its #34 holding.
  • Sonoma Private Wealth first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • Sonoma Private Wealth's Goldman Sachs position peaked at $966K in Q4 2025.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.