Creative Planning
SONO icon

Creative Planning’s Sonos SONO Stock Holding History

Creative Planning’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
Q2 		$1.08M Buy
79,898
+5,051
+7% +$73.9K ﹤0.01% 2580
2026
Q1 		$1M Sell
74,847
-16,332
-18% -$247K ﹤0.01% 2449
2025
Q4 		$1.6M Buy
91,179
+31,798
+54% +$554K ﹤0.01% 1903
2025
Q3 		$938K Buy
59,381
+16,023
+37% +$206K ﹤0.01% 2170
2025
Q2 		$469K Buy
43,358
+21,915
+102% +$213K ﹤0.01% 2520
2025
Q1 		$229K Sell
21,443
-9,603
-31% -$126K ﹤0.01% 2959
2024
Q4 		$467K Buy
31,046
+1,558
+5% +$21K ﹤0.01% 2292
2024
Q3 		$362K Buy
29,488
+4,135
+16% +$52.5K ﹤0.01% 2369
2024
Q2 		$374K Sell
25,353
-4,293
-14% -$71.3K ﹤0.01% 2182
2024
Q1 		$565K Sell
29,646
-3,710
-11% -$65.8K ﹤0.01% 1769
2023
Q4 		$572K Sell
33,356
-4,304
-11% -$58.1K ﹤0.01% 1615
2023
Q3 		$486K Buy
37,660
+20,338
+117% +$302K ﹤0.01% 1587
2023
Q2 		$283K Buy
17,322
+2,515
+17% +$44.6K ﹤0.01% 1953
2023
Q1 		$291K Buy
14,807
+251
+2% +$4.79K ﹤0.01% 1842
2022
Q4 		$246K Buy
14,556
+1,589
+12% +$25.9K ﹤0.01% 1869
2022
Q3 		$180K Sell
12,967
-166
-1% -$2.95K ﹤0.01% 1941
2022
Q2 		$237K Buy
13,133
+2,471
+23% +$55.4K ﹤0.01% 1771
2022
Q1 		$301K Sell
10,662
-201
-2% -$5.34K ﹤0.01% 1642
2021
Q4 		$324K Sell
10,863
-192
-2% -$6.11K ﹤0.01% 1567
2021
Q3 		$358K Buy
11,055
+1,583
+17% +$57K ﹤0.01% 1490
2021
Q2 		$334K Buy
9,472
+67
+0.7% +$2.51K ﹤0.01% 1507
2021
Q1 		$352K Buy
9,405
+316
+3% +$10.7K ﹤0.01% 1689
2020
Q4 		$213K Buy
+9,089
New +$169K ﹤0.01% 1853

Other funds holding SONO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's SONO Position: Q2 2026 in Review

Creative Planning increased its Sonos (SONO) stake by 6.7% in Q2 2026, buying an estimated $73.9K and bringing the position to 79,898 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Creative Planning first reported a position in SONO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.6M in Q4 2025. 305 funds tracked by Wall St. Rank hold SONO as of Q2 2026.

  • Creative Planning held 79,898 shares of Sonos worth $1.08M as of Q2 2026.
  • Creative Planning bought 5,051 Sonos shares in Q2 2026, an estimated $73.9K.
  • Sonos made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2580 holding.
  • Creative Planning first reported a position in Sonos in Q4 2020 and has held it in 23 quarters since.
  • Creative Planning's Sonos position peaked at $1.6M in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Sonos as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.