AWM
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Abound Wealth Management’s Sonos SONO Stock Holding History

Abound Wealth Management’s Portfolio SONO Stock Details SONO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$176 – 1587
2025
Q4 		$176 Hold
10
– – ﹤0.01% 1226
2025
Q3 		$158 Hold
10
– – ﹤0.01% 1203
2025
Q2 		$109 Hold
10
– – ﹤0.01% 1242
2025
Q1 		$107 Sell
10
-6
-38% -$79 ﹤0.01% 1220
2024
Q4 		$241 Hold
16
– – ﹤0.01% 982
2024
Q3 		$197 Hold
16
– – ﹤0.01% 1174
2024
Q2 		$237 Hold
16
– – ﹤0.01% 1059
2024
Q1 		$305 Hold
16
– – ﹤0.01% 1125
2023
Q4 		$275 Buy
16
+2
+14% +$27 ﹤0.01% 1204
2023
Q3 		$181 Hold
14
– – ﹤0.01% 1119
2023
Q2 		$229 Buy
+14
New +$248 ﹤0.01% 1131

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VPM
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VCM
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State Street
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Arrowstreet Capital
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Jacobs Levy Equity Management
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Geode Capital Management
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TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return