Orion Portfolio Solutions’s Sonos SONO Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$124K	Buy	+11,668	New	+$153K	﹤0.01%	1840
2024 Q3	–	Sell	-10,868	Closed	-$160K	–	1843
2024 Q2	$160K	Buy	10,868 +365	+3%	+$6.06K	﹤0.01%	1663
2024 Q1	$200K	Buy	+10,503	New	+$186K	﹤0.01%	1621
2023 Q4	–	Sell	-12,389	Closed	-$160K	–	1745
2023 Q3	$160K	Buy	12,389 +1,755	+17%	+$26K	﹤0.01%	1567
2023 Q2	$174K	Sell	10,634 -91	-0.8%	-$1.61K	﹤0.01%	1569
2023 Q1	$210K	Buy	+10,725	New	+$205K	﹤0.01%	1493

Other funds holding SONO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Orion Portfolio Solutions opened a new position in Sonos (SONO) in Q1 2025: 11,668 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #1840 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in SONO as recently as Q2 2024.

Orion Portfolio Solutions first reported a position in SONO in Q1 2023 and has held it in 6 quarters since. The position peaked at $210K in Q1 2023. 276 funds tracked by Wall St. Rank hold SONO as of Q1 2025.

Orion Portfolio Solutions held 11,668 shares of Sonos worth $124K as of Q1 2025.
Sonos was a new Orion Portfolio Solutions position in Q1 2025.
Sonos made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1840 holding.
Orion Portfolio Solutions first reported a position in Sonos in Q1 2023 and has held it in 6 quarters since.
Orion Portfolio Solutions's Sonos position peaked at $210K in Q1 2023.
276 funds tracked by Wall St. Rank held Sonos as of Q1 2025.

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