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Basecamp Wealth Advisors’s Sony SONY Stock Holding History

Basecamp 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 		$531K Sell
26,455
-2,052
-7% -$43.3K 0.1% 118
2026
Q1 		$590K Sell
28,507
-55
-0.2% -$1.23K 0.12% 99
2025
Q4 		$731K Buy
+28,562
New +$802K 0.16% 73

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

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

Basecamp Wealth Advisors reduced its Sony (SONY) stake by 7.2% in Q2 2026, selling an estimated $43.3K and leaving 26,455 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #118.

Basecamp Wealth Advisors first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $731K in Q4 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Basecamp Wealth Advisors held 26,455 shares of Sony worth $531K as of Q2 2026.
  • Basecamp Wealth Advisors sold 2,052 Sony shares in Q2 2026, an estimated $43.3K.
  • Sony made up 0.1% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Basecamp Wealth Advisors first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Sony position peaked at $731K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.