VWM
SON icon

Venturi Wealth Management’s Sonoco SON Stock Holding History

Venturi Wealth Management’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 		– Sell
-4,060
Closed -$220K – 675
2026
Q1 		$220K Buy
+4,060
New +$209K 0.01% 550
2025
Q1 		– Sell
-7,378
Closed -$360K – 1630
2024
Q4 		$360K Buy
7,378
+3,866
+110% +$200K 0.02% 406
2024
Q3 		$192K Sell
3,512
-202
-5% -$10.6K 0.01% 452
2024
Q2 		$188K Buy
3,714
+3,604
+3,276% +$208K 0.01% 419
2024
Q1 		$6.36K Buy
+110
New +$6.28K ﹤0.01% 1031
2018
Q2 		– Sell
-36,791
Closed -$1.78M – 198
2018
Q1 		$1.78M Sell
36,791
-9,269
-20% -$471K 0.34% 87
2017
Q4 		$2.45M Buy
46,060
+1,992
+5% +$104K 0.47% 74
2017
Q3 		$2.25M Sell
44,068
-7,817
-15% -$385K 0.48% 72
2017
Q2 		$2.67M Sell
51,885
-2,100
-4% -$108K 0.61% 61
2017
Q1 		$2.78M Buy
53,985
+4,947
+10% +$266K 0.64% 56
2016
Q4 		$2.58M Buy
49,038
+4,003
+9% +$209K 0.73% 47
2016
Q3 		$2.38M Buy
45,035
+2,304
+5% +$119K 0.79% 48
2016
Q2 		$2.12M Buy
42,731
+614
+1% +$29.1K 0.72% 51
2016
Q1 		$2.05M Buy
42,117
+7,178
+21% +$305K 0.76% 49
2015
Q4 		$1.43M Buy
+34,939
New +$1.45M 0.65% 54

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

Venturi Wealth Management's SON Position: Q2 2026 in Review

Venturi Wealth Management sold out of Sonoco (SON) in Q2 2026, closing a stake of 4,060 shares — an estimated $220K sold.

Venturi Wealth Management first reported a position in SON in Q4 2015 and held it in 15 quarters. The position peaked at $2.78M in Q1 2017. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Venturi Wealth Management reported no remaining Sonoco position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 4,060 Sonoco shares in Q2 2026, an estimated $220K.
  • Venturi Wealth Management first reported a position in Sonoco in Q4 2015 and held it in 15 quarters.
  • Venturi Wealth Management's Sonoco position peaked at $2.78M in Q1 2017.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.