Sonoma Private Wealth LLC
- SEC CIK
- 0001965757
- Latest filing
- Aug 14, 2026
GS holding history
Goldman Sachs Group Inc in every 13F filed by Sonoma Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GS overviewAll 13F holders of GSFull Q2 2026 holdings
- Shares (Q2 2026)
- 835
- Value
- $844.5K
- % of portfolio
- 0.9%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 835 | $844.5K | 0.9% | 00.0% | Unchanged | Holders |
| Q1 2026 | 835 | $706.4K | 0.9% | −264−24.0% | Reduced | Holders |
| Q4 2025 | 1,099 | $966.0K | 1.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,099 | $875.2K | 1.0% | +7+0.6% | Added | Holders |
| Q2 2025 | 1,092 | $772.9K | 0.9% | −18−1.6% | Reduced | Holders |
| Q1 2025 | 1,110 | $606.4K | 0.8% | +146+15.1% | Added | Holders |
| Q4 2024 | 964 | $552.0K | 0.9% | −5−0.5% | Reduced | Holders |
| Q3 2024 | 969 | $479.8K | 0.7% | −57−5.6% | Reduced | Holders |
| Q2 2024 | 1,026 | $464.1K | 0.8% | −15−1.4% | Reduced | Holders |
| Q1 2024 | 1,041 | $434.8K | 0.7% | −8−0.8% | Reduced | Holders |
| Q4 2023 | 1,049 | $404.7K | 0.7% | +1,049 | New | Holders |