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Steward Partners Investment Advisory’s Sonos SONO Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$16.4K Buy
1,225
+400
+48% +$6.04K ﹤0.01% 3324
2025
Q4 		$14.5K Sell
825
-1,264
-61% -$22K ﹤0.01% 3276
2025
Q3 		$33K Buy
2,089
+1,064
+104% +$13.7K ﹤0.01% 2823
2025
Q2 		$11.1K Hold
1,025
– – ﹤0.01% 3163
2025
Q1 		$10.9K Hold
1,025
– – ﹤0.01% 3049
2024
Q4 		$15.4K Sell
1,025
-300
-23% -$4.04K ﹤0.01% 2907
2024
Q3 		$16.3K Hold
1,325
– – ﹤0.01% 2745
2024
Q2 		$19.6K Hold
1,325
– – ﹤0.01% 2552
2024
Q1 		$25.3K Hold
1,325
– – ﹤0.01% 2421
2023
Q4 		$22.7K Sell
1,325
-125
-9% -$1.69K ﹤0.01% 2346
2023
Q3 		$18.7K Sell
1,450
-120
-8% -$1.78K ﹤0.01% 2339
2023
Q2 		$25.6K Hold
1,570
– – ﹤0.01% 2173
2023
Q1 		$30.8K Sell
1,570
-268
-15% -$5.11K ﹤0.01% 2071
2022
Q4 		$31.1K Hold
1,838
– – ﹤0.01% 2028
2022
Q3 		$26K Sell
1,838
-75
-4% -$1.33K ﹤0.01% 2094
2022
Q2 		$35K Buy
1,913
+75
+4% +$1.68K ﹤0.01% 1974
2022
Q1 		$52K Sell
1,838
-887
-33% -$23.6K ﹤0.01% 1895
2021
Q4 		$81K Sell
2,725
-390
-13% -$12.4K ﹤0.01% 1680
2021
Q3 		$101K Buy
3,115
+1,900
+156% +$68.5K ﹤0.01% 1544
2021
Q2 		$43K Sell
1,215
-385
-24% -$14.4K ﹤0.01% 3654
2021
Q1 		$60K Buy
1,600
+160
+11% +$5.4K ﹤0.01% 1887
2020
Q4 		$34K Sell
1,440
-1,300
-47% -$24.2K ﹤0.01% 1852
2020
Q3 		$42K Sell
2,740
-425
-13% -$6.26K ﹤0.01% 1577
2020
Q2 		$46K Buy
3,165
+2,500
+376% +$26.6K ﹤0.01% 1449
2020
Q1 		$5K Sell
665
-1,425
-68% -$17.6K ﹤0.01% 2095
2019
Q4 		$32K Buy
2,090
+1,000
+92% +$13.9K ﹤0.01% 1591
2019
Q3 		$14K Hold
1,090
– – ﹤0.01% 1859
2019
Q2 		$12K Buy
+1,090
New +$12K ﹤0.01% 1906
2018
Q4 		– Sell
-740
Closed -$12K – 1949
2018
Q3 		$12K Buy
+740
New +$13.1K ﹤0.01% 1807

Other funds holding SONO

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's SONO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Sonos (SONO) stake by 48% in Q1 2026, buying an estimated $6.04K and bringing the position to 1,225 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3324.

Steward Partners Investment Advisory first reported a position in SONO in Q3 2018 and has held it in 29 quarters since. The position peaked at $101K in Q3 2021. 291 funds tracked by Wall St. Rank hold SONO as of Q1 2026.

  • Steward Partners Investment Advisory held 1,225 shares of Sonos worth $16.4K as of Q1 2026.
  • Steward Partners Investment Advisory bought 400 Sonos shares in Q1 2026, an estimated $6.04K.
  • Sonos made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3324 holding.
  • Steward Partners Investment Advisory first reported a position in Sonos in Q3 2018 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Sonos position peaked at $101K in Q3 2021.
  • 291 funds tracked by Wall St. Rank held Sonos as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.