AF
SONO icon

Allworth Financial’s Sonos SONO Stock Holding History

Allworth Financial’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 		$149K Buy
11,090
+1,073
+11% +$16.2K ﹤0.01% 1587
2025
Q4 		$176K Sell
10,017
-2,324
-19% -$40.5K ﹤0.01% 1406
2025
Q3 		$195K Sell
12,341
-588
-5% -$7.55K ﹤0.01% 1322
2025
Q2 		$140K Buy
12,929
+12,288
+1,917% +$120K ﹤0.01% 1356
2025
Q1 		$5.87K Buy
641
+78
+14% +$1.02K ﹤0.01% 2670
2024
Q4 		$7.96K Hold
563
– – ﹤0.01% 2547
2024
Q3 		$6.92K Hold
563
– – ﹤0.01% 2426
2024
Q2 		$7.78K Hold
563
– – ﹤0.01% 2332
2024
Q1 		$10.7K Hold
563
– – ﹤0.01% 2076
2023
Q4 		$9.65K Sell
563
-4
-0.7% -$54 ﹤0.01% 1989
2023
Q3 		$7.32K Buy
567
+27
+5% +$401 ﹤0.01% 1961
2023
Q2 		$8.82K Hold
540
– – ﹤0.01% 1901
2023
Q1 		$10.6K Hold
540
– – ﹤0.01% 1773
2022
Q4 		$9.13K Sell
540
-20
-4% -$326 ﹤0.01% 1714
2022
Q3 		$8K Sell
560
-90
-14% -$1.6K ﹤0.01% 1759
2022
Q2 		$12K Sell
650
-449
-41% -$10.1K ﹤0.01% 1507
2022
Q1 		$31K Buy
1,099
+459
+72% +$12.2K ﹤0.01% 1065
2021
Q4 		$19K Hold
640
– – ﹤0.01% 1146
2021
Q3 		$21K Buy
640
+540
+540% +$19.5K ﹤0.01% 1011
2021
Q2 		$4K Buy
+100
New +$3.74K ﹤0.01% 1275

Other funds holding SONO

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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