IFP Advisors’s Sonos SONO Stock Holding History

IFP 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	$2.98K	Buy	222 +62	+39%	+$937	﹤0.01%	3805
2025 Q4	$2.81K	Buy	160 +79	+98%	+$1.38K	﹤0.01%	3707
2025 Q3	$1.28K	Buy	+81	New	+$1.04K	﹤0.01%	3851
2025 Q2	–	Hold	0	–	–	–	4047
2024 Q4	–	Hold	0	–	–	–	3674
2023 Q1	–	Sell	-414	Closed	-$16K	–	4297
2022 Q4	$16K	Buy	414 +38	+10%	+$619	﹤0.01%	3081
2022 Q3	$8K	Hold	376	–	–	﹤0.01%	3805
2022 Q2	$8K	Hold	376	–	–	﹤0.01%	3555
2022 Q1	$8K	Sell	376 -374	-50%	-$9.93K	﹤0.01%	3554
2021 Q4	$22K	Hold	750	–	–	﹤0.01%	1909
2021 Q3	$25K	Sell	750 -200	-21%	-$7.21K	﹤0.01%	1893
2021 Q2	$34K	Sell	950 -100	-10%	-$3.74K	﹤0.01%	1694
2021 Q1	$39K	Buy	1,050 +825	+367%	+$27.8K	﹤0.01%	1570
2020 Q4	$5K	Buy	+225	New	+$4.2K	﹤0.01%	2342
2019 Q4	–	Sell	-100	Closed	-$1K	–	3097
2019 Q3	$1K	Buy	+100	New	+$1.25K	﹤0.01%	2927

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