DPW
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DiNuzzo Private Wealth’s Sonoco SON Stock Holding History

DiNuzzo Private Wealth’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$958 Buy
17
+2
+13% +$103 ﹤0.01% 909
2026
Q1 		$812 Hold
15
– – ﹤0.01% 935
2025
Q4 		$655 Hold
15
– – ﹤0.01% 1007
2025
Q3 		$709 Hold
15
– – ﹤0.01% 995
2025
Q2 		$654 Sell
15
-9
-38% -$403 ﹤0.01% 993
2025
Q1 		$1.13K Buy
24
+4
+20% +$189 ﹤0.01% 778
2024
Q4 		$977 Buy
20
+1
+5% +$52 ﹤0.01% 861
2024
Q3 		$1.04K Sell
19
-1
-5% -$52 ﹤0.01% 840
2024
Q2 		$1.01K Buy
20
+4
+25% +$231 ﹤0.01% 790
2024
Q1 		$926 Buy
16
+2
+14% +$114 ﹤0.01% 761
2023
Q4 		$783 Buy
+14
New +$759 ﹤0.01% 798

Other funds holding SON

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return