Mascoma Wealth Management’s Sonoco SON Stock Holding History

Mascoma Wealth Management’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 Q4	–	Sell	-100	Closed	-$4.31K	–	516
2025 Q3	$4.31K	Hold	100	–	–	﹤0.01%	386
2025 Q2	$4.36K	Hold	100	–	–	﹤0.01%	392
2025 Q1	$4.72K	Hold	100	–	–	﹤0.01%	403
2024 Q4	$4.88K	Hold	100	–	–	﹤0.01%	410
2024 Q3	$5.46K	Hold	100	–	–	﹤0.01%	378
2024 Q2	$5.07K	Hold	100	–	–	﹤0.01%	407
2024 Q1	$5.78K	Hold	100	–	–	﹤0.01%	371
2023 Q4	$5.59K	Hold	100	–	–	﹤0.01%	379
2023 Q3	$5.43K	Hold	100	–	–	﹤0.01%	385
2023 Q2	$5.69K	Hold	100	–	–	﹤0.01%	377
2023 Q1	$6.06K	Hold	100	–	–	﹤0.01%	458
2022 Q4	$6.07K	Hold	100	–	–	﹤0.01%	467
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	460
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	485
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	496
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	445
2021 Q3	$6K	Buy	+100	New	+$6.4K	﹤0.01%	374
2021 Q2	–	Sell	-100	Closed	-$6K	–	374
2021 Q1	$6K	Buy	+100	New	+$6.1K	﹤0.01%	371
2019 Q3	–	Sell	-100	Closed	-$7K	–	291
2019 Q2	$7K	Hold	100	–	–	﹤0.01%	284
2019 Q1	$6K	Hold	100	–	–	﹤0.01%	290
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	300
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	316
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	318
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	311
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	303
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	324
2017 Q2	$5K	Buy	+100	New	+$5.15K	﹤0.01%	325

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mascoma Wealth Management's SON Position: Q4 2025 in Review

Mascoma Wealth Management sold out of Sonoco (SON) in Q4 2025, closing a stake of 100 shares — an estimated $4.31K sold.

Mascoma Wealth Management first reported a position in SON in Q2 2017 and held it in 27 quarters. The position peaked at $7K in Q2 2019. 463 funds tracked by Wall St. Rank hold SON as of Q4 2025.

Mascoma Wealth Management reported no remaining Sonoco position as of Q4 2025 after selling out during the quarter.
Mascoma Wealth Management sold 100 Sonoco shares in Q4 2025, an estimated $4.31K.
Mascoma Wealth Management first reported a position in Sonoco in Q2 2017 and held it in 27 quarters.
Mascoma Wealth Management's Sonoco position peaked at $7K in Q2 2019.
463 funds tracked by Wall St. Rank held Sonoco as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.