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Aaron Wealth Advisors’s Sony SONY Stock Holding History

Aaron Wealth Advisors’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.01M Buy
85,325
+1,107
+1% +$25.4K 0.1% 126
2026
Q2 		$1.69M Sell
84,218
-1,446
-2% -$30.5K 0.09% 151
2026
Q1 		$1.77M Buy
85,664
+18,682
+28% +$419K 0.1% 125
2025
Q4 		$1.71M Buy
66,982
+12,602
+23% +$354K 0.09% 149
2025
Q3 		$1.57M Sell
54,380
-1,374
-2% -$36.9K 0.09% 152
2025
Q2 		$1.45M Buy
55,754
+3,183
+6% +$79.7K 0.15% 94
2025
Q1 		$1.33M Buy
52,571
+2,338
+5% +$54K 0.15% 95
2024
Q4 		$1.06M Buy
50,233
+8,423
+20% +$164K 0.12% 112
2024
Q3 		$808K Buy
41,810
+8,845
+27% +$161K 0.1% 131
2024
Q2 		$560K Sell
32,965
-3,440
-9% -$56.9K 0.08% 158
2024
Q1 		$624K Buy
36,405
+6,650
+22% +$122K 0.09% 139
2023
Q4 		$564K Buy
29,755
+5,365
+22% +$93.1K 0.09% 130
2023
Q3 		$402K Buy
24,390
+1,285
+6% +$22.4K 0.05% 169
2023
Q2 		$416K Buy
23,105
+3,090
+15% +$58K 0.05% 173
2023
Q1 		$363K Buy
20,015
+4,000
+25% +$69.3K 0.05% 183
2022
Q4 		$244K Buy
+16,015
New +$239K 0.04% 215
2022
Q2 		– Sell
-11,875
Closed -$244K – 744
2022
Q1 		$244K Buy
11,875
+880
+8% +$19.1K 0.06% 173
2021
Q4 		$277K Buy
10,995
+1,460
+15% +$34.8K 0.08% 151
2021
Q3 		$210K Buy
+9,535
New +$200K 0.06% 153

Other funds holding SONY

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Aaron Wealth Advisors's SONY Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Sony (SONY) stake by 1.3% in Q3 2026, buying an estimated $25.4K and bringing the position to 85,325 shares worth $2.01M. The position accounts for 0.1% of the portfolio, ranked #126.

Aaron Wealth Advisors first reported a position in SONY in Q3 2021 and has held it in 19 quarters since. 67 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Aaron Wealth Advisors held 85,325 shares of Sony worth $2.01M as of Q3 2026.
  • Aaron Wealth Advisors bought 1,107 Sony shares in Q3 2026, an estimated $25.4K.
  • Sony made up 0.1% of Aaron Wealth Advisors's portfolio in Q3 2026, its #126 holding.
  • Aaron Wealth Advisors first reported a position in Sony in Q3 2021 and has held it in 19 quarters since.
  • 67 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.