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Acumen Wealth Advisors’s Sony SONY Stock Holding History

Acumen 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
Q2 		$6.1K Sell
304
-167
-35% -$3.52K ﹤0.01% 384
2026
Q1 		$9.75K Buy
471
+357
+313% +$8K ﹤0.01% 307
2025
Q4 		$2.92K Buy
+114
New +$3.2K ﹤0.01% 416

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

Acumen Wealth Advisors's SONY Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Sony (SONY) stake by 35% in Q2 2026, selling an estimated $3.52K and leaving 304 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Acumen Wealth Advisors first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.75K in Q1 2026. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Acumen Wealth Advisors held 304 shares of Sony worth $6.1K as of Q2 2026.
  • Acumen Wealth Advisors sold 167 Sony shares in Q2 2026, an estimated $3.52K.
  • Sony made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #384 holding.
  • Acumen Wealth Advisors first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Sony position peaked at $9.75K in Q1 2026.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.