Hantz Financial Services’s Sonos SONO Stock Holding History

Hantz Financial Services’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	$25K	Buy	1,870 +108	+6%	+$1.63K	﹤0.01%	1796
2025 Q4	$31K	Buy	1,762 +1,330	+308%	+$23.2K	﹤0.01%	1612
2025 Q3	$7K	Buy	432 +208	+93%	+$2.67K	﹤0.01%	1946
2025 Q2	$2K	Buy	224 +212	+1,767%	+$2.06K	﹤0.01%	2024
2025 Q1	$0	Buy	+12	New	+$158	﹤0.01%	1953
2023 Q2	–	Sell	-25	Closed	–	–	1165
2023 Q1	$0	Sell	25 -15	-38%	-$286	﹤0.01%	1190
2022 Q4	$1K	Hold	40	–	–	﹤0.01%	1044
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	1034
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	1010
2022 Q1	$1K	Buy	40 +5	+14%	+$133	﹤0.01%	1001
2021 Q4	$1K	Buy	35 +5	+17%	+$159	﹤0.01%	855
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	799
2021 Q2	$1K	Buy	30 +10	+50%	+$374	﹤0.01%	793
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	685
2020 Q4	$0	Sell	20 -20	-50%	-$373	﹤0.01%	641
2020 Q3	$1K	Sell	40 -1,180	-97%	-$17.4K	﹤0.01%	552
2020 Q2	$18K	Buy	+1,220	New	+$13K	﹤0.01%	463

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