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Elevated Capital Advisors’s Sonoco SON Stock Holding History

Elevated Capital Advisors’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 		$38.7K Sell
687
-157
-19% -$8.05K 0.01% 367
2026
Q1 		$45.7K Sell
844
-13,359
-94% -$688K 0.01% 358
2025
Q4 		$620K Buy
14,203
+1,817
+15% +$75.2K 0.14% 171
2025
Q3 		$534K Sell
12,386
-575
-4% -$26.6K 0.13% 188
2025
Q2 		$612K Hold
12,961
– – 0.17% 169
2025
Q1 		$612K Buy
12,961
+1,155
+10% +$54.6K 0.17% 169
2024
Q4 		$577K Buy
11,806
+985
+9% +$50.9K 0.16% 181
2024
Q3 		$591K Sell
10,821
-60
-0.6% -$3.14K 0.16% 191
2024
Q2 		$552K Buy
+10,881
New +$629K 0.16% 168

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elevated Capital Advisors's SON Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Sonoco (SON) stake by 19% in Q2 2026, selling an estimated $8.05K and leaving 687 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #367.

Elevated Capital Advisors first reported a position in SON in Q2 2024 and has held it in 9 quarters since. The position peaked at $620K in Q4 2025. 508 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Elevated Capital Advisors held 687 shares of Sonoco worth $38.7K as of Q2 2026.
  • Elevated Capital Advisors sold 157 Sonoco shares in Q2 2026, an estimated $8.05K.
  • Sonoco made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #367 holding.
  • Elevated Capital Advisors first reported a position in Sonoco in Q2 2024 and has held it in 9 quarters since.
  • Elevated Capital Advisors's Sonoco position peaked at $620K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.