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American Capital Advisory’s Sony SONY Stock Holding History

American Capital Advisory’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 		$2.45K Sell
122
-157
-56% -$3.31K ﹤0.01% 579
2026
Q1 		$5.78K Buy
279
+195
+232% +$4.37K ﹤0.01% 385
2025
Q4 		$2.15K Sell
84
-1
-1% -$28 ﹤0.01% 455
2025
Q3 		$2.45K Buy
+85
New +$2.29K ﹤0.01% 408
2024
Q2 		– Sell
-70
Closed -$1.27K – 497
2024
Q1 		$1.27K Buy
+70
New +$1.29K ﹤0.01% 386

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Capital Advisory's SONY Position: Q2 2026 in Review

American Capital Advisory reduced its Sony (SONY) stake by 56% in Q2 2026, selling an estimated $3.31K and leaving 122 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

American Capital Advisory first reported a position in SONY in Q1 2024 and has held it in 5 quarters since. The position peaked at $5.78K in Q1 2026. 420 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • American Capital Advisory held 122 shares of Sony worth $2.45K as of Q2 2026.
  • American Capital Advisory sold 157 Sony shares in Q2 2026, an estimated $3.31K.
  • Sony made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #579 holding.
  • American Capital Advisory first reported a position in Sony in Q1 2024 and has held it in 5 quarters since.
  • American Capital Advisory's Sony position peaked at $5.78K in Q1 2026.
  • 420 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.