Waverly Advisors
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Waverly Advisors’s Sonos SONO Stock Holding History

Waverly Advisors’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 		$3.32M Sell
245,027
-3,896
-2% -$57K 0.02% 569
2026
Q1 		$3.34M Buy
248,923
+3,391
+1% +$51.2K 0.02% 515
2025
Q4 		$4.31M Sell
245,532
-6,420
-3% -$112K 0.03% 403
2025
Q3 		$3.98M Buy
251,952
+45,271
+22% +$581K 0.04% 362
2025
Q2 		$2.23M Sell
206,681
-184
-0.1% -$1.79K 0.02% 472
2025
Q1 		$2.21M Buy
+206,865
New +$2.72M 0.03% 457

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 $3.38T AUM 44.17% 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

Waverly Advisors's SONO Position: Q2 2026 in Review

Waverly Advisors reduced its Sonos (SONO) stake by 1.6% in Q2 2026, selling an estimated $57K and leaving 245,027 shares worth $3.32M. The position accounts for 0.02% of the portfolio, ranked #569.

Waverly Advisors first reported a position in SONO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.31M in Q4 2025. 307 funds tracked by Wall St. Rank hold SONO as of Q2 2026.

  • Waverly Advisors held 245,027 shares of Sonos worth $3.32M as of Q2 2026.
  • Waverly Advisors sold 3,896 Sonos shares in Q2 2026, an estimated $57K.
  • Sonos made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #569 holding.
  • Waverly Advisors first reported a position in Sonos in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's Sonos position peaked at $4.31M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Sonos as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.