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Avior Wealth Management’s Sony SONY Stock Holding History

Avior 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 		– Sell
-10,956
Closed -$227K – 877
2026
Q1 		$227K Buy
10,956
+1,156
+12% +$25.9K 0.01% 765
2025
Q4 		$251K Buy
9,800
+35
+0.4% +$983 0.01% 660
2025
Q3 		$281K Sell
9,765
-448
-4% -$12K 0.01% 613
2025
Q2 		$266K Sell
10,213
-1,391
-12% -$34.8K 0.01% 600
2025
Q1 		$295K Hold
11,604
– – 0.01% 551
2024
Q4 		$246K Buy
11,604
+9
+0.1% +$175 0.01% 646
2024
Q3 		$224K Sell
11,595
-270
-2% -$4.92K 0.01% 666
2024
Q2 		$202K Sell
11,865
-6,700
-36% -$111K 0.01% 672
2024
Q1 		$318K Buy
18,565
+17,485
+1,619% +$321K 0.01% 568
2023
Q4 		$20.5K Buy
1,080
+910
+535% +$15.8K ﹤0.01% 883
2023
Q3 		$2.8K Hold
170
– – ﹤0.01% 1339
2023
Q2 		$3.06K Hold
170
– – ﹤0.01% 1296
2023
Q1 		$3.08K Hold
170
– – ﹤0.01% 1335
2022
Q4 		$2.59K Hold
170
– – ﹤0.01% 1030
2022
Q3 		$2K Hold
170
– – ﹤0.01% 1050
2022
Q2 		$2K Sell
170
-765
-82% -$13.6K ﹤0.01% 960
2022
Q1 		$19K Hold
935
– – ﹤0.01% 725
2021
Q4 		$23K Hold
935
– – ﹤0.01% 682
2021
Q3 		$20K Hold
935
– – ﹤0.01% 667
2021
Q2 		$18K Buy
935
+5
+0.5% +$101 ﹤0.01% 663
2021
Q1 		$19K Sell
930
-50
-5% -$1.06K ﹤0.01% 659
2020
Q4 		$19K Hold
980
– – ﹤0.01% 625
2020
Q3 		$15K Buy
980
+800
+444% +$12.4K ﹤0.01% 640
2020
Q2 		$2K Hold
180
– – ﹤0.01% 807
2020
Q1 		$2K Hold
180
– – ﹤0.01% 694
2019
Q4 		$2K Hold
180
– – ﹤0.01% 727
2019
Q3 		$2K Hold
180
– – ﹤0.01% 689
2019
Q2 		$2K Buy
+180
New +$1.77K ﹤0.01% 740

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

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

Avior Wealth Management sold out of Sony (SONY) in Q2 2026, closing a stake of 10,956 shares — an estimated $227K sold.

Avior Wealth Management first reported a position in SONY in Q2 2019 and held it in 28 quarters. The position peaked at $318K in Q1 2024. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Avior Wealth Management reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 10,956 Sony shares in Q2 2026, an estimated $227K.
  • Avior Wealth Management first reported a position in Sony in Q2 2019 and held it in 28 quarters.
  • Avior Wealth Management's Sony position peaked at $318K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.