CoreCap Advisors’s Sonos SONO Stock Holding History

CoreCap Advisors’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 Q3	–	Sell	-7	Closed	-$95	–	3333
2026 Q2	$95	Sell	7 -8	-53%	-$117	﹤0.01%	3082
2026 Q1	$201	Buy	+15	New	+$227	﹤0.01%	2759
2025 Q1	–	Sell	-19	Closed	-$286	–	3287
2024 Q4	$286	Buy	+19	New	+$256	﹤0.01%	2644

Other funds holding SONO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

CoreCap Advisors's SONO Position: Q3 2026 in Review

CoreCap Advisors sold out of Sonos (SONO) in Q3 2026, closing a stake of 7 shares — an estimated $95 sold.

CoreCap Advisors first reported a position in SONO in Q4 2024 and held it in 3 quarters. The position peaked at $286 in Q4 2024. 14 funds tracked by Wall St. Rank hold SONO as of Q3 2026.

CoreCap Advisors reported no remaining Sonos position as of Q3 2026 after selling out during the quarter.
CoreCap Advisors sold 7 Sonos shares in Q3 2026, an estimated $95.
CoreCap Advisors first reported a position in Sonos in Q4 2024 and held it in 3 quarters.
CoreCap Advisors's Sonos position peaked at $286 in Q4 2024.
14 funds tracked by Wall St. Rank held Sonos as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.