Merit Financial Group’s Sonos SONO Stock Holding History

Merit Financial Group’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 Q2	$210K	Buy	15,537 +1,203	+8%	+$17.6K	﹤0.01%	2083
2026 Q1	$192K	Buy	14,334 +382	+3%	+$5.77K	﹤0.01%	1942
2025 Q4	$245K	Buy	13,952 +1,503	+12%	+$26.2K	﹤0.01%	1688
2025 Q3	$197K	Buy	12,449 +194	+2%	+$2.49K	﹤0.01%	1684
2025 Q2	$132K	Buy	+12,255	New	+$119K	﹤0.01%	1610

Other funds holding SONO

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Merit Financial Group's SONO Position: Q2 2026 in Review

Merit Financial Group increased its Sonos (SONO) stake by 8.4% in Q2 2026, buying an estimated $17.6K and bringing the position to 15,537 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Merit Financial Group first reported a position in SONO in Q2 2025 and has held it in 5 quarters since. The position peaked at $245K in Q4 2025. 27 funds tracked by Wall St. Rank hold SONO as of Q2 2026.

Merit Financial Group held 15,537 shares of Sonos worth $210K as of Q2 2026.
Merit Financial Group bought 1,203 Sonos shares in Q2 2026, an estimated $17.6K.
Sonos made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2083 holding.
Merit Financial Group first reported a position in Sonos in Q2 2025 and has held it in 5 quarters since.
Merit Financial Group's Sonos position peaked at $245K in Q4 2025.
27 funds tracked by Wall St. Rank held Sonos as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.