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Alvarez & Marsal Private Wealth Partners’s Sony SONY Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-20,667
Closed -$428K – 177
2026
Q1 		$428K Buy
+20,667
New +$463K 0.06% 89

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Bank of America
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MIP
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BlackRock
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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

Alvarez & Marsal Private Wealth Partners's SONY Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Sony (SONY) in Q2 2026, closing a stake of 20,667 shares — an estimated $428K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in SONY in Q1 2026 and held it in 1 quarter. The position peaked at $428K in Q1 2026. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 20,667 Sony shares in Q2 2026, an estimated $428K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Sony in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Sony position peaked at $428K in Q1 2026.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.