Aprio Wealth Management’s Sony SONY Stock Holding History

Aprio Wealth Management’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	$405K	Sell	20,193 -183	-0.9%	-$3.86K	0.02%	437
2026 Q1	$422K	Sell	20,376 -7,999	-28%	-$179K	0.02%	402
2025 Q4	$750K	Buy	28,375 +403	+1%	+$11.3K	0.04%	241
2025 Q3	$805K	Buy	27,972 +244	+0.9%	+$6.56K	0.08%	147
2025 Q2	$722K	Buy	27,728 +100	+0.4%	+$2.5K	0.08%	142
2025 Q1	$701K	Buy	27,628 +12,643	+84%	+$292K	0.09%	140
2024 Q4	$317K	Buy	14,985 +3,055	+26%	+$59.5K	0.05%	201
2024 Q3	$230K	Buy	+11,930	New	+$217K	0.04%	244

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

Aprio Wealth Management's SONY Position: Q2 2026 in Review

Aprio Wealth Management reduced its Sony (SONY) stake by 0.9% in Q2 2026, selling an estimated $3.86K and leaving 20,193 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #437.

Aprio Wealth Management first reported a position in SONY in Q3 2024 and has held it in 8 quarters since. The position peaked at $805K in Q3 2025. 741 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Aprio Wealth Management held 20,193 shares of Sony worth $405K as of Q2 2026.
Aprio Wealth Management sold 183 Sony shares in Q2 2026, an estimated $3.86K.
Sony made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #437 holding.
Aprio Wealth Management first reported a position in Sony in Q3 2024 and has held it in 8 quarters since.
Aprio Wealth Management's Sony position peaked at $805K in Q3 2025.
741 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.