Nicholson Wealth Management Group
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Nicholson Wealth Management Group’s Sonoco SON Stock Holding History

Nicholson Wealth Management Group’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
Q3 		$203K Hold
4,153
– – 0.12% 110
2026
Q2 		$234K Hold
4,153
– – 0.14% 106
2026
Q1 		$225K Sell
4,153
-1,700
-29% -$87.6K 0.13% 107
2025
Q4 		$255K Sell
5,853
-600
-9% -$24.8K 0.15% 100
2025
Q3 		$278K Hold
6,453
– – 0.16% 99
2025
Q2 		$281K Hold
6,453
– – 0.17% 99
2025
Q1 		$305K Hold
6,453
– – 0.2% 94
2024
Q4 		$315K Hold
6,453
– – 0.21% 94
2024
Q3 		$353K Buy
+6,453
New +$338K 0.29% 90

Other funds holding SON

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Nicholson Wealth Management Group's SON Position: Q3 2026 in Review

Nicholson Wealth Management Group held its Sonoco (SON) position steady in Q3 2026 at 4,153 shares worth $203K. The position accounts for 0.12% of the portfolio, ranked #110.

Nicholson Wealth Management Group first reported a position in SON in Q3 2024 and has held it in 9 quarters since. The position peaked at $353K in Q3 2024. 420 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • Nicholson Wealth Management Group held 4,153 shares of Sonoco worth $203K as of Q3 2026.
  • Nicholson Wealth Management Group left its Sonoco share count unchanged in Q3 2026.
  • Sonoco made up 0.12% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #110 holding.
  • Nicholson Wealth Management Group first reported a position in Sonoco in Q3 2024 and has held it in 9 quarters since.
  • Nicholson Wealth Management Group's Sonoco position peaked at $353K in Q3 2024.
  • 420 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.