Root Financial Partners
SONO icon

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
Q3 		$15.9K Buy
+887
New +$13.8K ﹤0.01% 1677
2026
Q2 		– Sell
-69
Closed -$925 – 2763
2026
Q1 		$925 Buy
+69
New +$1.04K ﹤0.01% 2640

Other funds holding SONO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Root Financial Partners's SONO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sonos (SONO) in Q3 2026: 887 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #1677 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SONO as recently as Q1 2026.

Root Financial Partners first reported a position in SONO in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold SONO as of Q3 2026.

  • Root Financial Partners held 887 shares of Sonos worth $15.9K as of Q3 2026.
  • Sonos was a new Root Financial Partners position in Q3 2026.
  • Sonos made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1677 holding.
  • Root Financial Partners first reported a position in Sonos in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Sonos as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.