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Allworth Financial’s Sunstone Hotel Investors SHO Stock Holding History

Allworth Financial’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.23K Sell
369
-100
-21% -$1.05K ﹤0.01% 4210
2026
Q1 		$4.23K Sell
469
-45
-9% -$413 ﹤0.01% 4051
2025
Q4 		$4.6K Buy
514
+95
+23% +$871 ﹤0.01% 3765
2025
Q3 		$3.93K Buy
419
+227
+118% +$2.09K ﹤0.01% 3691
2025
Q2 		$1.67K Sell
192
-57
-23% -$491 ﹤0.01% 3786
2025
Q1 		$2.01K Buy
249
+12
+5% +$130 ﹤0.01% 3215
2024
Q4 		$2.73K Buy
237
+79
+50% +$861 ﹤0.01% 3034
2024
Q3 		$1.63K Hold
158
– – ﹤0.01% 3044
2024
Q2 		$1.65K Hold
158
– – ﹤0.01% 3003
2024
Q1 		$1.76K Hold
158
– – ﹤0.01% 2854
2023
Q4 		$1.7K Sell
158
-21
-12% -$207 ﹤0.01% 2747
2023
Q3 		$1.67K Buy
+179
New +$1.69K ﹤0.01% 2624
2023
Q1 		– Sell
-19
Closed -$184 – 3281
2022
Q4 		$184 Sell
19
-113
-86% -$1.17K ﹤0.01% 2801
2022
Q3 		$1K Buy
+132
New +$1.43K ﹤0.01% 2494
2022
Q1 		– Sell
-34
Closed – – 2356
2021
Q4 		$0 Sell
34
-994
-97% -$11.9K ﹤0.01% 2102
2021
Q3 		$12K Buy
+1,028
New +$12K ﹤0.01% 1236
2017
Q2 		– Sell
-38
Closed -$1K – 817
2017
Q1 		$1K Buy
+38
New +$566 ﹤0.01% 716

Other funds holding SHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Allworth Financial's SHO Position: Q2 2026 in Review

Allworth Financial reduced its Sunstone Hotel Investors (SHO) stake by 21% in Q2 2026, selling an estimated $1.05K and leaving 369 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #4210.

Allworth Financial first reported a position in SHO in Q1 2017 and has held it in 17 quarters since. The position peaked at $12K in Q3 2021. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Allworth Financial held 369 shares of Sunstone Hotel Investors worth $4.23K as of Q2 2026.
  • Allworth Financial sold 100 Sunstone Hotel Investors shares in Q2 2026, an estimated $1.05K.
  • Sunstone Hotel Investors made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4210 holding.
  • Allworth Financial first reported a position in Sunstone Hotel Investors in Q1 2017 and has held it in 17 quarters since.
  • Allworth Financial's Sunstone Hotel Investors position peaked at $12K in Q3 2021.
  • 274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.