NewEdge Wealth’s Sonos SONO Stock Holding History

NewEdge Wealth’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	$3.37M	Sell	248,708 -13,524	-5%	-$198K	0.03%	330
2026 Q1	$3.51M	Sell	262,232 -173	-0.1%	-$2.61K	0.04%	291
2025 Q4	$4.61M	Sell	262,405 -24,856	-9%	-$433K	0.05%	248
2025 Q3	$4.78M	Sell	287,261 -92,079	-24%	-$1.18M	0.07%	215
2025 Q2	$4.16M	Hold	379,340	–	–	0.07%	241
2025 Q1	$4.05M	Sell	379,340 -744	-0.2%	-$9.77K	0.07%	221
2024 Q4	$5.72M	Sell	380,084 -53,234	-12%	-$716K	0.1%	164
2024 Q3	$5.33M	Sell	433,318 -1,500	-0.3%	-$19K	0.1%	181
2024 Q2	$6.42M	Sell	434,818 -144	-0%	-$2.39K	0.14%	134
2024 Q1	$7.37M	Buy	434,962 +144	+0%	+$2.55K	0.17%	126
2023 Q4	$7.45M	Buy	+434,818	New	+$5.87M	0.19%	119

Other funds holding SONO

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

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

NewEdge Wealth's SONO Position: Q2 2026 in Review

NewEdge Wealth reduced its Sonos (SONO) stake by 5.2% in Q2 2026, selling an estimated $198K and leaving 248,708 shares worth $3.37M. The position accounts for 0.03% of the portfolio, ranked #330.

NewEdge Wealth first reported a position in SONO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.45M in Q4 2023. 307 funds tracked by Wall St. Rank hold SONO as of Q2 2026.

NewEdge Wealth held 248,708 shares of Sonos worth $3.37M as of Q2 2026.
NewEdge Wealth sold 13,524 Sonos shares in Q2 2026, an estimated $198K.
Sonos made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #330 holding.
NewEdge Wealth first reported a position in Sonos in Q4 2023 and has held it in 11 quarters since.
NewEdge Wealth's Sonos position peaked at $7.45M in Q4 2023.
307 funds tracked by Wall St. Rank held Sonos as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.