GWMI
SON icon

Guardian Wealth Management (Illinois)’s Sonoco SON Stock Holding History

Guardian Wealth Management (Illinois)’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
2025
Q2 		– Sell
-1,210
Closed -$57.2K – 186
2025
Q1 		$57.2K Buy
1,210
+4
+0.3% +$189 0.04% 98
2024
Q4 		$58.9K Buy
1,206
+4
+0.3% +$207 0.04% 109
2024
Q3 		$65.7K Sell
1,202
-182
-13% -$9.52K 0.05% 105
2024
Q2 		$70.2K Buy
1,384
+4
+0.3% +$231 0.05% 98
2024
Q1 		$79.8K Sell
1,380
-108
-7% -$6.16K 0.06% 94
2023
Q4 		$83.2K Sell
1,488
-384
-21% -$20.8K 0.07% 90
2023
Q3 		$102K Sell
1,872
-57
-3% -$3.23K 0.1% 86
2023
Q2 		$114K Buy
1,929
+7
+0.4% +$421 0.1% 78
2023
Q1 		$117K Buy
1,922
+3
+0.2% +$178 0.11% 81
2022
Q4 		$117K Sell
1,919
-97
-5% -$5.83K 0.11% 85
2022
Q3 		$114K Buy
2,016
+2
+0.1% +$123 0.13% 82
2022
Q2 		$115K Buy
2,014
+14
+0.7% +$832 0.12% 82
2022
Q1 		$125K Buy
2,000
+9
+0.5% +$521 0.12% 87
2021
Q4 		$115K Buy
+1,991
New +$119K 0.11% 82

Other funds holding SON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return