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Baron Wealth Management’s Sony SONY Stock Holding History

Baron 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
-9,854
Closed -$204K – 324
2026
Q1 		$204K Sell
9,854
-7,399
-43% -$166K 0.06% 265
2025
Q4 		$442K Buy
17,253
+326
+2% +$9.15K 0.14% 114
2025
Q3 		$487K Sell
16,927
-837
-5% -$22.5K 0.16% 90
2025
Q2 		$462K Buy
17,764
+1,621
+10% +$40.6K 0.16% 89
2025
Q1 		$410K Buy
16,143
+3,081
+24% +$71.2K 0.18% 91
2024
Q4 		$276K Sell
13,062
-398
-3% -$7.75K 0.13% 136
2024
Q3 		$260K Sell
13,460
-50
-0.4% -$911 0.13% 144
2024
Q2 		$230K Hold
13,510
– – 0.12% 148
2024
Q1 		$232K Hold
13,510
– – 0.12% 153
2023
Q4 		$256K Buy
+13,510
New +$234K 0.14% 132

Other funds holding SONY

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

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

Baron Wealth Management sold out of Sony (SONY) in Q2 2026, closing a stake of 9,854 shares — an estimated $204K sold.

Baron Wealth Management first reported a position in SONY in Q4 2023 and held it in 10 quarters. The position peaked at $487K in Q3 2025. 178 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Baron Wealth Management reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Baron Wealth Management sold 9,854 Sony shares in Q2 2026, an estimated $204K.
  • Baron Wealth Management first reported a position in Sony in Q4 2023 and held it in 10 quarters.
  • Baron Wealth Management's Sony position peaked at $487K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Sony as of Q2 2026.

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