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Gilpin Wealth Management’s Sonos SONO Stock Holding History

Gilpin Wealth Management’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 		$358 Sell
20
-6
-23% -$93 ﹤0.01% 952
2026
Q2 		$352 Sell
26
-7
-21% -$102 ﹤0.01% 781
2026
Q1 		$443 Buy
33
+17
+106% +$257 ﹤0.01% 650
2025
Q4 		$281 Buy
+16
New +$279 ﹤0.01% 564

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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's SONO Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Sonos (SONO) stake by 23% in Q3 2026, selling an estimated $93 and leaving 20 shares worth $358. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Gilpin Wealth Management first reported a position in SONO in Q4 2025 and has held it in 4 quarters since. The position peaked at $443 in Q1 2026. 11 funds tracked by Wall St. Rank hold SONO as of Q3 2026.

  • Gilpin Wealth Management held 20 shares of Sonos worth $358 as of Q3 2026.
  • Gilpin Wealth Management sold 6 Sonos shares in Q3 2026, an estimated $93.
  • Sonos made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #952 holding.
  • Gilpin Wealth Management first reported a position in Sonos in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Sonos position peaked at $443 in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Sonos as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.