Orion Portfolio Solutions’s Sonoco SON Stock Holding History

Orion Portfolio Solutions’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 Q1	$354K	Buy	+7,502	New	+$355K	﹤0.01%	1557
2023 Q4	–	Sell	-4,233	Closed	-$230K	–	1744
2023 Q3	$230K	Sell	4,233 -4,305	-50%	-$244K	﹤0.01%	1495
2023 Q2	$504K	Buy	8,538 +3,542	+71%	+$213K	0.01%	1206
2023 Q1	$305K	Buy	+4,996	New	+$296K	﹤0.01%	1343
2020 Q3	–	Sell	-256	Closed	-$13K	–	1799
2020 Q2	$13K	Buy	256 +121	+90%	+$5.99K	﹤0.01%	1109
2020 Q1	$6K	Sell	135 -164	-55%	-$8.74K	﹤0.01%	1248
2019 Q4	$18K	Buy	+299	New	+$17.7K	﹤0.01%	811

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

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

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

Orion Portfolio Solutions's SON Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Sonoco (SON) in Q1 2025: 7,502 shares worth $354K. The stake represents ﹤0.01% of the portfolio and ranks #1557 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in SON as recently as Q3 2023.

Orion Portfolio Solutions first reported a position in SON in Q4 2019 and has held it in 7 quarters since. The position peaked at $504K in Q2 2023. 446 funds tracked by Wall St. Rank hold SON as of Q1 2025.

Orion Portfolio Solutions held 7,502 shares of Sonoco worth $354K as of Q1 2025.
Sonoco was a new Orion Portfolio Solutions position in Q1 2025.
Sonoco made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1557 holding.
Orion Portfolio Solutions first reported a position in Sonoco in Q4 2019 and has held it in 7 quarters since.
Orion Portfolio Solutions's Sonoco position peaked at $504K in Q2 2023.
446 funds tracked by Wall St. Rank held Sonoco as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.