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IVC Wealth Advisors’s Sonoco SON Stock Holding History

IVC Wealth Advisors’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
2026
Q2 		$339K Sell
6,015
-820
-12% -$42.1K 0.13% 127
2026
Q1 		$370K Buy
6,835
+650
+11% +$33.5K 0.16% 107
2025
Q4 		$270K Sell
6,185
-657
-10% -$27.2K 0.12% 144
2025
Q3 		$295K Buy
6,842
+241
+4% +$11.1K 0.13% 132
2025
Q2 		$288K Buy
6,601
+59
+0.9% +$2.64K 0.14% 131
2025
Q1 		$309K Buy
6,542
+288
+5% +$13.6K 0.17% 123
2024
Q4 		$306K Buy
6,254
+1,060
+20% +$54.7K 0.17% 116
2024
Q3 		$284K Sell
5,194
-375
-7% -$19.6K 0.16% 127
2024
Q2 		$282K Hold
5,569
– – 0.16% 125
2024
Q1 		$322K Buy
5,569
+900
+19% +$51.4K 0.19% 115
2023
Q4 		$261K Buy
4,669
+310
+7% +$16.8K 0.16% 123
2023
Q3 		$237K Sell
4,359
-1
-0% -$57 0.16% 124
2023
Q2 		$257K Hold
4,360
– – 0.16% 124
2023
Q1 		$266K Sell
4,360
-400
-8% -$23.7K 0.19% 114
2022
Q4 		$289K Hold
4,760
– – 0.21% 113
2022
Q3 		$270K Buy
4,760
+1,050
+28% +$64.6K 0.22% 111
2022
Q2 		$212K Buy
+3,710
New +$221K 0.16% 133
2021
Q3 		– Sell
-3,225
Closed -$216K – 146
2021
Q2 		$216K Sell
3,225
-350
-10% -$23.2K 0.15% 126
2021
Q1 		$226K Sell
3,575
-1,250
-26% -$76.2K 0.18% 114
2020
Q4 		$286K Buy
+4,825
New +$271K 0.27% 92

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IVC Wealth Advisors's SON Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Sonoco (SON) stake by 12% in Q2 2026, selling an estimated $42.1K and leaving 6,015 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #127.

IVC Wealth Advisors first reported a position in SON in Q4 2020 and has held it in 20 quarters since. The position peaked at $370K in Q1 2026. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • IVC Wealth Advisors held 6,015 shares of Sonoco worth $339K as of Q2 2026.
  • IVC Wealth Advisors sold 820 Sonoco shares in Q2 2026, an estimated $42.1K.
  • Sonoco made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • IVC Wealth Advisors first reported a position in Sonoco in Q4 2020 and has held it in 20 quarters since.
  • IVC Wealth Advisors's Sonoco position peaked at $370K in Q1 2026.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.