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 – 184
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 $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SON Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Sonoco (SON) in Q2 2025, closing a stake of 1,210 shares — an estimated $57.2K sold.

Guardian Wealth Management (Illinois) first reported a position in SON in Q4 2021 and held it in 14 quarters. The position peaked at $125K in Q1 2022. 452 funds tracked by Wall St. Rank hold SON as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Sonoco position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,210 Sonoco shares in Q2 2025, an estimated $57.2K.
  • Guardian Wealth Management (Illinois) first reported a position in Sonoco in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Sonoco position peaked at $125K in Q1 2022.
  • 452 funds tracked by Wall St. Rank held Sonoco as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.