TSC
SONO icon

Two Seas Capital’s Sonos SONO Stock Holding History

Two Seas Capital’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 		$9.61M Sell
710,612
-208,715
-23% -$3.05M 0.19% 40
2026
Q1 		$12.3M Buy
919,327
+596,865
+185% +$9.02M 0.17% 36
2025
Q4 		$5.66M Sell
322,462
-208,580
-39% -$3.64M 0.12% 33
2025
Q3 		$8.39M Buy
531,042
+250,000
+89% +$3.21M 0.13% 33
2025
Q2 		$3.04M Sell
281,042
-150,000
-35% -$1.46M 0.05% 33
2025
Q1 		$4.6M Sell
431,042
-97,886
-19% -$1.29M 0.14% 23
2024
Q4 		$7.96M Hold
528,928
– – 0.69% 24
2024
Q3 		$6.5M Sell
528,928
-175,000
-25% -$2.22M 1.05% 15
2024
Q2 		$10.4M Buy
703,928
+300,275
+74% +$4.98M 1.69% 12
2024
Q1 		$7.69M Buy
403,653
+223,921
+125% +$3.97M 1.51% 11
2023
Q4 		$3.08M Sell
179,732
-226,440
-56% -$3.05M 0.75% 11
2023
Q3 		$5.24M Buy
406,172
+235,000
+137% +$3.49M 1.05% 9
2023
Q2 		$2.8M Sell
171,172
-113,192
-40% -$2.01M 0.61% 8
2023
Q1 		$5.58M Buy
284,364
+50,000
+21% +$954K 5.12% 4
2022
Q4 		$3.96M Sell
234,364
-10,074
-4% -$164K 3.76% 7
2022
Q3 		$3.4M Buy
+244,438
New +$4.34M 3.1% 10
2022
Q2 		– Sell
-81,362
Closed -$2.3M – 10
2022
Q1 		$2.3M Sell
81,362
-48,779
-37% -$1.3M 1.92% 8
2021
Q4 		$3.88M Buy
+130,141
New +$4.14M 2.98% 3

Other funds holding SONO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Seas Capital's SONO Position: Q2 2026 in Review

Two Seas Capital reduced its Sonos (SONO) stake by 23% in Q2 2026, selling an estimated $3.05M and leaving 710,612 shares worth $9.61M. The position accounts for 0.19% of the portfolio, ranked #40.

Two Seas Capital first reported a position in SONO in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.3M in Q1 2026. 305 funds tracked by Wall St. Rank hold SONO as of Q2 2026.

  • Two Seas Capital held 710,612 shares of Sonos worth $9.61M as of Q2 2026.
  • Two Seas Capital sold 208,715 Sonos shares in Q2 2026, an estimated $3.05M.
  • Sonos made up 0.19% of Two Seas Capital's portfolio in Q2 2026, its #40 holding.
  • Two Seas Capital first reported a position in Sonos in Q4 2021 and has held it in 18 quarters since.
  • Two Seas Capital's Sonos position peaked at $12.3M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held Sonos as of Q2 2026.

Based on Two Seas Capital's 13F filing for Q2 2026, filed 12 Aug 2026.