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Summit Securities Group’s Sonos SONO Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-241
Closed -$2.57K – 1409
2025
Q1 		$2.57K Buy
+241
New +$3.17K ﹤0.01% 654
2023
Q2 		– Sell
-1
Closed – – 1081
2023
Q1 		$0 Buy
+1
New +$19 ﹤0.01% 1254

Other funds holding SONO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Securities Group's SONO Position: Q2 2025 in Review

Summit Securities Group sold out of Sonos (SONO) in Q2 2025, closing a stake of 241 shares — an estimated $2.57K sold.

Summit Securities Group first reported a position in SONO in Q1 2023 and held it in 2 quarters. The position peaked at $2.57K in Q1 2025. 270 funds tracked by Wall St. Rank hold SONO as of Q2 2025.

  • Summit Securities Group reported no remaining Sonos position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 241 Sonos shares in Q2 2025, an estimated $2.57K.
  • Summit Securities Group first reported a position in Sonos in Q1 2023 and held it in 2 quarters.
  • Summit Securities Group's Sonos position peaked at $2.57K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Sonos as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.