Arkadios Wealth Advisors’s Sony SONY Stock Holding History

Arkadios 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	–	Sell	-11,005	Closed	-$228K	–	1875
2026 Q1	$228K	Buy	11,005 +1,013	+10%	+$22.7K	﹤0.01%	1511
2025 Q4	$256K	Sell	9,992 -4,678	-32%	-$131K	0.01%	1324
2025 Q3	$422K	Buy	+14,670	New	+$394K	0.01%	1009
2022 Q2	–	Sell	-10,540	Closed	-$217K	–	604
2022 Q1	$217K	Buy	+10,540	New	+$229K	0.03%	515
2021 Q4	–	Sell	-3,970	Closed	-$87K	–	1601
2021 Q3	$87K	Sell	3,970 -3,185	-45%	-$66.7K	0.01%	720
2021 Q2	$139K	Buy	7,155 +5,650	+375%	+$114K	0.02%	627
2021 Q1	$31K	Buy	1,505 +830	+123%	+$17.5K	0.01%	838
2020 Q4	$13K	Buy	+675	New	+$11.7K	﹤0.01%	900
2020 Q2	–	Sell	-100	Closed	-$1.18K	–	1125
2020 Q1	$1.18K	Sell	100 -265	-73%	-$3.47K	﹤0.01%	960
2019 Q4	$5.08K	Buy	+365	New	+$4.55K	﹤0.01%	700

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

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

Arkadios Wealth Advisors sold out of Sony (SONY) in Q2 2026, closing a stake of 11,005 shares — an estimated $228K sold.

Arkadios Wealth Advisors first reported a position in SONY in Q4 2019 and held it in 10 quarters. The position peaked at $422K in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Arkadios Wealth Advisors reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 11,005 Sony shares in Q2 2026, an estimated $228K.
Arkadios Wealth Advisors first reported a position in Sony in Q4 2019 and held it in 10 quarters.
Arkadios Wealth Advisors's Sony position peaked at $422K in Q3 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.