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Abacus Wealth Partners’s Sony SONY Stock Holding History

Abacus Wealth Partners’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
Q2 		$413K Sell
20,579
-17,879
-46% -$377K 0.04% 183
2026
Q1 		$796K Sell
38,458
-6,273
-14% -$141K 0.07% 132
2025
Q4 		$1.15M Buy
+44,731
New +$1.26M 0.11% 89

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Abacus Wealth Partners's SONY Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Sony (SONY) stake by 46% in Q2 2026, selling an estimated $377K and leaving 20,579 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #183.

Abacus Wealth Partners first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Abacus Wealth Partners held 20,579 shares of Sony worth $413K as of Q2 2026.
  • Abacus Wealth Partners sold 17,879 Sony shares in Q2 2026, an estimated $377K.
  • Sony made up 0.04% of Abacus Wealth Partners's portfolio in Q2 2026, its #183 holding.
  • Abacus Wealth Partners first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Sony position peaked at $1.15M in Q4 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.