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Essential Partners’s Sonos SONO Stock Holding History

Essential Partners’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 		$38.6K Buy
2,155
+251
+13% +$3.9K 0.02% 696
2026
Q2 		$25.8K Sell
1,904
-296
-13% -$4.33K 0.01% 816
2026
Q1 		$29.5K Sell
2,200
-428
-16% -$6.47K 0.01% 777
2025
Q4 		$46.1K Buy
2,628
+520
+25% +$9.07K 0.01% 630
2025
Q3 		$33.3K Buy
2,108
+317
+18% +$4.07K 0.01% 728
2025
Q2 		$19.4K Buy
+1,791
New +$17.4K 0.01% 684

Other funds holding SONO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
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
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
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Essential Partners's SONO Position: Q3 2026 in Review

Essential Partners increased its Sonos (SONO) stake by 13% in Q3 2026, buying an estimated $3.9K and bringing the position to 2,155 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #696.

Essential Partners first reported a position in SONO in Q2 2025 and has held it in 6 quarters since. The position peaked at $46.1K in Q4 2025. 12 funds tracked by Wall St. Rank hold SONO as of Q3 2026.

  • Essential Partners held 2,155 shares of Sonos worth $38.6K as of Q3 2026.
  • Essential Partners bought 251 Sonos shares in Q3 2026, an estimated $3.9K.
  • Sonos made up 0.02% of Essential Partners's portfolio in Q3 2026, its #696 holding.
  • Essential Partners first reported a position in Sonos in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Sonos position peaked at $46.1K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Sonos as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.