Waverly Advisors, LLC

Position in SONO — Sonos Inc

CIK 1568787 BIRMINGHAM, AL

Position in SONO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,335,568

-$975,973 QoQ

Shares Held

248,923

+1.4% QoQ

Ownership

0.209%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Waverly Advisors, LLC holds $329,881,535 across 3 Consumer Electronics names. SONO ranks #3 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc.	1,267,737	$321,738,972
2	SONY	Sony Group Corp	232,222	$4,806,995
3	SONO	Sonos Inc This page	248,923	$3,335,568

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,335,568	248,923	+1.4%	Shares	Sole	2026-05-15
2025-12-31	$4,311,541	245,532	-2.5%	Shares	Sole	2026-02-17
2025-09-30	$3,980,841	251,952	+21.9%	Shares	Sole	2025-11-14
2025-06-30	$2,234,221	206,681	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$2,207,249	206,865	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.