Abound Wealth Management’s Sony SONY Stock Holding History

Abound Wealth Management’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	$3.81K	Hold	190	–	–	﹤0.01%	650
2026 Q1	$3.93K	Sell	190 -117	-38%	-$2.62K	﹤0.01%	785
2025 Q4	$7.86K	Buy	307 +258	+527%	+$7.24K	﹤0.01%	551
2025 Q3	$1.41K	Hold	49	–	–	﹤0.01%	840
2025 Q2	$1.28K	Hold	49	–	–	﹤0.01%	783
2025 Q1	$1.25K	Sell	49 -11	-18%	-$254	﹤0.01%	740
2024 Q4	$1.27K	Buy	+60	New	+$1.17K	﹤0.01%	712
2024 Q3	–	Sell	-15	Closed	-$255	–	1337
2024 Q2	$255	Sell	15 -95	-86%	-$1.57K	﹤0.01%	1032
2024 Q1	$1.89K	Hold	110	–	–	﹤0.01%	693
2023 Q4	$2.08K	Buy	110 +15	+16%	+$260	﹤0.01%	648
2023 Q3	$1.57K	Hold	95	–	–	﹤0.01%	647
2023 Q2	$1.71K	Buy	+95	New	+$1.78K	﹤0.01%	660

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Abound Wealth Management's SONY Position: Q2 2026 in Review

Abound Wealth Management held its Sony (SONY) position steady in Q2 2026 at 190 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Abound Wealth Management first reported a position in SONY in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.86K in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Abound Wealth Management held 190 shares of Sony worth $3.81K as of Q2 2026.
Abound Wealth Management left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #650 holding.
Abound Wealth Management first reported a position in Sony in Q2 2023 and has held it in 12 quarters since.
Abound Wealth Management's Sony position peaked at $7.86K in Q4 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.