Covestor’s Sonos SONO Stock Holding History

Covestor’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	$8K	Buy	621 +609	+5,075%	+$9.2K	0.01%	1615
2025 Q4	$0	Hold	12	–	–	﹤0.01%	2701
2025 Q3	$0	Hold	12	–	–	﹤0.01%	2730
2025 Q2	$0	Sell	12 -741	-98%	-$7.21K	﹤0.01%	2716
2025 Q1	$8K	Buy	753 +48	+7%	+$630	0.01%	1642
2024 Q4	$10K	Sell	705 -67	-9%	-$902	0.01%	1561
2024 Q3	$9K	Sell	772 -476	-38%	-$6.04K	0.01%	1635
2024 Q2	$18K	Sell	1,248 -740	-37%	-$12.3K	0.01%	1243
2024 Q1	$38K	Buy	1,988 +1,571	+377%	+$27.8K	0.02%	988
2023 Q4	$7K	Sell	417 -2	-0.5%	-$27	﹤0.01%	1732
2023 Q3	$5K	Sell	419 -696	-62%	-$10.3K	﹤0.01%	1724
2023 Q2	$18K	Sell	1,115 -791	-42%	-$14K	0.01%	1190
2023 Q1	$37K	Sell	1,906 -3,493	-65%	-$66.6K	0.03%	828
2022 Q4	$91K	Buy	5,399 +2,222	+70%	+$36.2K	0.07%	435
2022 Q3	$44K	Buy	3,177 +68	+2%	+$1.21K	0.04%	744
2022 Q2	$56K	Sell	3,109 -16	-0.5%	-$359	0.04%	702
2022 Q1	$88K	Buy	3,125 +2,983	+2,101%	+$79.2K	0.06%	590
2021 Q4	$4K	Buy	+142	New	+$4.52K	0.01%	1417

Other funds holding SONO

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return