True Wealth Design’s Sonos SONO Stock Holding History

True Wealth Design’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 Q2	$16.3K	Buy	1,201 +71	+6%	+$1.04K	﹤0.01%	891
2026 Q1	$15.1K	Buy	1,130 +18	+2%	+$272	﹤0.01%	824
2025 Q4	$19.5K	Buy	1,112 +20	+2%	+$349	0.01%	616
2025 Q3	$17.3K	Buy	1,092 +136	+14%	+$1.75K	0.01%	662
2025 Q2	$10.3K	Buy	956 +881	+1,175%	+$8.57K	﹤0.01%	571
2025 Q1	$801	Buy	+75	New	+$985	﹤0.01%	1350

Other funds holding SONO

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return