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Wealthspire Advisors (New York)’s Sonoco SON Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-2,115
Closed -$91.1K – 2613
2025
Q3 		$91.1K Buy
+2,115
New +$97.7K ﹤0.01% 1037
2025
Q2 		– Sell
-4,562
Closed -$216K – 871
2025
Q1 		$216K Sell
4,562
-81
-2% -$3.83K ﹤0.01% 722
2024
Q4 		$227K Sell
4,643
-1,369
-23% -$70.7K ﹤0.01% 715
2024
Q3 		$328K Sell
6,012
-511
-8% -$26.7K ﹤0.01% 602
2024
Q2 		$331K Sell
6,523
-3,647
-36% -$211K ﹤0.01% 520
2024
Q1 		$588K Sell
10,170
-1,627
-14% -$92.8K 0.01% 395
2023
Q4 		$659K Sell
11,797
-119
-1% -$6.46K 0.01% 377
2023
Q3 		$648K Buy
+11,916
New +$674K 0.01% 347

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s SON Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Sonoco (SON) in Q4 2025, closing a stake of 2,115 shares — an estimated $91.1K sold.

Wealthspire Advisors (New York) first reported a position in SON in Q3 2023 and held it in 8 quarters. The position peaked at $659K in Q4 2023. 463 funds tracked by Wall St. Rank hold SON as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Sonoco position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,115 Sonoco shares in Q4 2025, an estimated $91.1K.
  • Wealthspire Advisors (New York) first reported a position in Sonoco in Q3 2023 and held it in 8 quarters.
  • Wealthspire Advisors (New York)'s Sonoco position peaked at $659K in Q4 2023.
  • 463 funds tracked by Wall St. Rank held Sonoco as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.