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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
Q3 		$11.7K Buy
240
+137
+133% +$7.48K ﹤0.01% 1010
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

True Wealth Design's SON Position: Q3 2026 in Review

True Wealth Design increased its Sonoco (SON) stake by 133% in Q3 2026, buying an estimated $7.48K and bringing the position to 240 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

True Wealth Design first reported a position in SON in Q3 2024 and has held it in 9 quarters since. The position peaked at $53.5K in Q4 2024. 34 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • True Wealth Design held 240 shares of Sonoco worth $11.7K as of Q3 2026.
  • True Wealth Design bought 137 Sonoco shares in Q3 2026, an estimated $7.48K.
  • Sonoco made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1010 holding.
  • True Wealth Design first reported a position in Sonoco in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Sonoco position peaked at $53.5K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.