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True Wealth Design’s Sonoco SON Stock Holding History

True Wealth Design’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 		$5.8K Sell
103
-19
-16% -$975 ﹤0.01% 1275
2026
Q1 		$6.6K Buy
122
+47
+63% +$2.42K ﹤0.01% 1109
2025
Q4 		$3.27K Sell
75
-669
-90% -$27.7K ﹤0.01% 1258
2025
Q3 		$32.1K Buy
744
+471
+173% +$21.8K 0.01% 442
2025
Q2 		$11.9K Sell
273
-481
-64% -$21.5K ﹤0.01% 512
2025
Q1 		$35.6K Sell
754
-342
-31% -$16.2K 0.01% 252
2024
Q4 		$53.5K Buy
1,096
+950
+651% +$49.1K 0.02% 151
2024
Q3 		$7.98K Buy
+146
New +$7.64K ﹤0.01% 463

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 $3.37T AUM 44.26% 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

True Wealth Design's SON Position: Q2 2026 in Review

True Wealth Design reduced its Sonoco (SON) stake by 16% in Q2 2026, selling an estimated $975 and leaving 103 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

True Wealth Design first reported a position in SON in Q3 2024 and has held it in 8 quarters since. The position peaked at $53.5K in Q4 2024. 506 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • True Wealth Design held 103 shares of Sonoco worth $5.8K as of Q2 2026.
  • True Wealth Design sold 19 Sonoco shares in Q2 2026, an estimated $975.
  • Sonoco made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1275 holding.
  • True Wealth Design first reported a position in Sonoco in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Sonoco position peaked at $53.5K in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.