Action Point Financial Planning’s Sony SONY Stock Holding History

Action Point Financial Planning’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	$12.4K	Buy	+622	New	+$13.1K	﹤0.01%	1366

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

Action Point Financial Planning's SONY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Sony (SONY) in Q2 2026: 622 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings.

737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Action Point Financial Planning held 622 shares of Sony worth $12.4K as of Q2 2026.
Sony was a new Action Point Financial Planning position in Q2 2026.
Sony made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1366 holding.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.