Sheaff Brock Investment Advisors’s Sonos SONO Stock Holding History

Sheaff Brock Investment Advisors’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	$128K	Hold	12,000	–	–	0.01%	430
2024 Q4	$180K	Hold	12,000	–	–	0.02%	410
2024 Q3	$147K	Hold	12,000	–	–	0.01%	423
2024 Q2	$177K	Sell	12,000 -50	-0.4%	-$830	0.02%	404
2024 Q1	$230K	Sell	12,050 -34	-0.3%	-$603	0.01%	413
2023 Q4	$207K	Hold	12,084	–	–	0.02%	415
2023 Q3	$156K	Buy	12,084 +4	+0%	+$59	0.01%	410
2023 Q2	$197K	Hold	12,080	–	–	0.02%	424
2023 Q1	$237K	Hold	12,080	–	–	0.02%	401
2022 Q4	$204K	Buy	12,080 +34	+0.3%	+$554	0.02%	410
2022 Q3	$167K	Hold	12,046	–	–	0.02%	431
2022 Q2	$217K	Hold	12,046	–	–	0.02%	402
2022 Q1	$340K	Sell	12,046 -800	-6%	-$21.3K	0.02%	347
2021 Q4	$382K	Buy	12,846 +800	+7%	+$25.4K	0.03%	328
2021 Q3	$390K	Buy	12,046 +451	+4%	+$16.2K	0.03%	315
2021 Q2	$408K	Buy	+11,595	New	+$434K	0.03%	306

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

Sheaff Brock Investment Advisors's SONO Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Sonos (SONO) position steady in Q1 2025 at 12,000 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #430.

Sheaff Brock Investment Advisors first reported a position in SONO in Q2 2021 and has held it in 16 quarters since. The position peaked at $408K in Q2 2021. 276 funds tracked by Wall St. Rank hold SONO as of Q1 2025.

Sheaff Brock Investment Advisors held 12,000 shares of Sonos worth $128K as of Q1 2025.
Sheaff Brock Investment Advisors left its Sonos share count unchanged in Q1 2025.
Sonos made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #430 holding.
Sheaff Brock Investment Advisors first reported a position in Sonos in Q2 2021 and has held it in 16 quarters since.
Sheaff Brock Investment Advisors's Sonos position peaked at $408K in Q2 2021.
276 funds tracked by Wall St. Rank held Sonos as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.