Root Financial Partners’s Sonos SONO Stock Holding History

Root Financial Partners’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	–	Sell	-69	Closed	-$925	–	2763
2026 Q1	$925	Buy	+69	New	+$1.04K	﹤0.01%	2640

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

Root Financial Partners's SONO Position: Q2 2026 in Review

Root Financial Partners sold out of Sonos (SONO) in Q2 2026, closing a stake of 69 shares — an estimated $925 sold.

Root Financial Partners first reported a position in SONO in Q1 2026 and held it in 1 quarter. The position peaked at $925 in Q1 2026. 306 funds tracked by Wall St. Rank hold SONO as of Q2 2026.

Root Financial Partners reported no remaining Sonos position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 69 Sonos shares in Q2 2026, an estimated $925.
Root Financial Partners first reported a position in Sonos in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Sonos position peaked at $925 in Q1 2026.
306 funds tracked by Wall St. Rank held Sonos as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.