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Creative Planning SONO Position History

Sonos, Inc. • Consumer Cyclical

Quarters held
8
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$927K
Q3 2025$11K
Q4 2025$1.6M
Q1 2026$1M
Q2 2026$8K
Q2 2026$1.1M
Q3 2026$21K
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M158.4K——
Q3 2026$21K1.2K——
Q2 2026$1.1M79.3K——
Q2 2026$8K610——
Q1 2026$1M74.8K——
Q4 2025$1.6M91.2K——
Q3 2025$11K711——
Q3 2025$927K58.7K——

Other funds holding SONO

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning SONO Holdings: 13F Position History | Track13F