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Advisornet Financial’s Sony SONY Stock Holding History

Advisornet Financial’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 		$11.5K Sell
573
-215
-27% -$4.53K ﹤0.01% 1543
2026
Q1 		$16.3K Hold
788
– – ﹤0.01% 1399
2025
Q4 		$20.2K Buy
788
+415
+111% +$11.7K ﹤0.01% 1320
2025
Q3 		$10.7K Sell
373
-60
-14% -$1.61K ﹤0.01% 1496
2025
Q2 		$11.3K Hold
433
– – ﹤0.01% 1443
2025
Q1 		$11K Buy
433
+38
+10% +$878 ﹤0.01% 1381
2024
Q4 		$8.36K Sell
395
-1,315
-77% -$25.6K ﹤0.01% 1366
2024
Q3 		$33K Hold
1,710
– – ﹤0.01% 1036
2024
Q2 		$29.1K Buy
1,710
+630
+58% +$10.4K ﹤0.01% 988
2024
Q1 		$18.5K Buy
1,080
+355
+49% +$6.53K ﹤0.01% 1094
2023
Q4 		$13.7K Hold
725
– – ﹤0.01% 1223
2023
Q3 		$11.9K Sell
725
-2,925
-80% -$51K ﹤0.01% 1196
2023
Q2 		$65.7K Hold
3,650
– – 0.01% 745
2023
Q1 		$66.2K Hold
3,650
– – 0.01% 719
2022
Q4 		$55.7K Buy
3,650
+5
+0.1% +$75 0.01% 760
2022
Q3 		$47K Buy
3,645
+5
+0.1% +$80 ﹤0.01% 867
2022
Q2 		$60K Sell
3,640
-495
-12% -$8.77K 0.01% 816
2022
Q1 		$85K Buy
4,135
+360
+10% +$7.83K 0.01% 800
2021
Q4 		$95K Buy
3,775
+700
+23% +$16.7K 0.01% 833
2021
Q3 		$68K Buy
3,075
+2,925
+1,950% +$61.2K ﹤0.01% 914
2021
Q2 		$3K Sell
150
-2,260
-94% -$45.8K ﹤0.01% 1656
2021
Q1 		$51K Sell
2,410
-90
-4% -$1.9K ﹤0.01% 932
2020
Q4 		$51K Buy
2,500
+2,190
+706% +$38.1K ﹤0.01% 864
2020
Q3 		$5K Hold
310
– – ﹤0.01% 1430
2020
Q2 		$4K Buy
310
+125
+68% +$1.62K ﹤0.01% 1498
2020
Q1 		$2K Hold
185
– – ﹤0.01% 1596
2019
Q4 		$3K Buy
+185
New +$2.31K ﹤0.01% 1638
2019
Q2 		– Sell
-9,400
Closed -$79K – 1783
2019
Q1 		$79K Hold
9,400
– – 0.01% 618
2018
Q4 		$91K Buy
+9,400
New +$99.5K 0.01% 540

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

Advisornet Financial's SONY Position: Q2 2026 in Review

Advisornet Financial reduced its Sony (SONY) stake by 27% in Q2 2026, selling an estimated $4.53K and leaving 573 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Advisornet Financial first reported a position in SONY in Q4 2018 and has held it in 29 quarters since. The position peaked at $95K in Q4 2021. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Advisornet Financial held 573 shares of Sony worth $11.5K as of Q2 2026.
  • Advisornet Financial sold 215 Sony shares in Q2 2026, an estimated $4.53K.
  • Sony made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1543 holding.
  • Advisornet Financial first reported a position in Sony in Q4 2018 and has held it in 29 quarters since.
  • Advisornet Financial's Sony position peaked at $95K in Q4 2021.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.