EverSource Wealth Advisors’s Sonos SONO Stock Holding History

EverSource Wealth Advisors’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	$15.1K	Sell	1,128 -359	-24%	-$5.42K	﹤0.01%	2678
2025 Q4	$26.1K	Buy	1,487 +2	+0.1%	+$35	﹤0.01%	2211
2025 Q3	$23.5K	Buy	1,485 +154	+12%	+$1.98K	﹤0.01%	2256
2025 Q2	$14.4K	Buy	1,331 +1,124	+543%	+$10.9K	﹤0.01%	2559
2025 Q1	$2.21K	Buy	207 +8	+4%	+$105	﹤0.01%	2878
2024 Q4	$2.99K	Buy	199 +90	+83%	+$1.21K	﹤0.01%	2562
2024 Q3	$1.34K	Buy	109 +90	+474%	+$1.14K	﹤0.01%	2650
2024 Q2	$257	Buy	19 +14	+280%	+$232	﹤0.01%	2965
2024 Q1	$85	Buy	+5	New	+$89	﹤0.01%	2830
2023 Q3	–	Sell	-71	Closed	-$1.16K	–	2645
2023 Q2	$1.16K	Sell	71 -300	-81%	-$5.32K	﹤0.01%	2168
2023 Q1	$7.28K	Buy	+371	New	+$7.08K	﹤0.01%	1505
2022 Q4	–	Sell	-388	Closed	-$6K	–	2414
2022 Q3	$6K	Buy	388 +149	+62%	+$2.65K	﹤0.01%	1320
2022 Q2	$4K	Buy	+239	New	+$5.36K	﹤0.01%	1346

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