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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
Q3 		$24.2K Buy
1,353
+152
+13% +$2.36K 0.01% 754
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

True Wealth Design increased its Sonos (SONO) stake by 13% in Q3 2026, buying an estimated $2.36K and bringing the position to 1,353 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #754.

True Wealth Design first reported a position in SONO in Q1 2025 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold SONO as of Q3 2026.

  • True Wealth Design held 1,353 shares of Sonos worth $24.2K as of Q3 2026.
  • True Wealth Design bought 152 Sonos shares in Q3 2026, an estimated $2.36K.
  • Sonos made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #754 holding.
  • True Wealth Design first reported a position in Sonos in Q1 2025 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held Sonos as of Q3 2026.

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