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SHP Wealth Management’s Sonoco SON Stock Holding History

SHP Wealth Management’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
2026
Q2 		$169 Sell
3
-5
-63% -$256 ﹤0.01% 1899
2026
Q1 		$433 Buy
+8
New +$412 ﹤0.01% 1648

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SHP Wealth Management's SON Position: Q2 2026 in Review

SHP Wealth Management reduced its Sonoco (SON) stake by 63% in Q2 2026, selling an estimated $256 and leaving 3 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

SHP Wealth Management first reported a position in SON in Q1 2026 and has held it in 2 quarters since. The position peaked at $433 in Q1 2026. 508 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • SHP Wealth Management held 3 shares of Sonoco worth $169 as of Q2 2026.
  • SHP Wealth Management sold 5 Sonoco shares in Q2 2026, an estimated $256.
  • Sonoco made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1899 holding.
  • SHP Wealth Management first reported a position in Sonoco in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Sonoco position peaked at $433 in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.