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Abundance Wealth Counselors’s Sony SONY Stock Holding History

Abundance Wealth Counselors’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 		$315K Buy
15,703
+5,705
+57% +$120K 0.02% 227
2026
Q1 		$207K Buy
9,998
+96
+1% +$2.15K 0.03% 232
2025
Q4 		$253K Sell
9,902
-498
-5% -$14K 0.04% 146
2025
Q3 		$299K Buy
10,400
+5,590
+116% +$150K 0.05% 135
2025
Q2 		$207K Buy
4,810
+207
+4% +$5.18K 0.04% 159
2025
Q1 		$200K Buy
+4,603
New +$106K 0.04% 146

Other funds holding SONY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Abundance Wealth Counselors's SONY Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Sony (SONY) stake by 57% in Q2 2026, buying an estimated $120K and bringing the position to 15,703 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #227.

Abundance Wealth Counselors first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Abundance Wealth Counselors held 15,703 shares of Sony worth $315K as of Q2 2026.
  • Abundance Wealth Counselors bought 5,705 Sony shares in Q2 2026, an estimated $120K.
  • Sony made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #227 holding.
  • Abundance Wealth Counselors first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • 237 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.