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BSW Wealth Partners’s Sony SONY Stock Holding History

BSW Wealth Partners’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 		$502K Sell
25,030
-1,148
-4% -$24.2K 0.06% 186
2026
Q1 		$542K Buy
26,178
+1,930
+8% +$43.2K 0.07% 169
2025
Q4 		$621K Sell
24,248
-4,162
-15% -$117K 0.07% 155
2025
Q3 		$818K Buy
28,410
+1,049
+4% +$28.2K 0.1% 111
2025
Q2 		$712K Buy
27,361
+699
+3% +$17.5K 0.1% 116
2025
Q1 		$677K Buy
26,662
+12,404
+87% +$287K 0.1% 121
2024
Q4 		$302K Buy
+14,258
New +$278K 0.04% 228
2024
Q1 		– Sell
-24,300
Closed -$460K – 316
2023
Q4 		$460K Sell
24,300
-6,850
-22% -$119K 0.09% 131
2023
Q3 		$513K Buy
31,150
+3,730
+14% +$65.1K 0.11% 103
2023
Q2 		$494K Buy
27,420
+45
+0.2% +$844 0.1% 109
2023
Q1 		$496K Buy
27,375
+810
+3% +$14K 0.1% 135
2022
Q4 		$405K Buy
26,565
+515
+2% +$7.69K 0.09% 164
2022
Q3 		$334K Buy
26,050
+215
+0.8% +$3.44K 0.08% 158
2022
Q2 		$423K Buy
25,835
+1,550
+6% +$27.5K 0.1% 137
2022
Q1 		$499K Buy
24,285
+3,730
+18% +$81.1K 0.13% 122
2021
Q4 		$520K Buy
20,555
+1,225
+6% +$29.2K 0.13% 117
2021
Q3 		$427K Buy
19,330
+5,015
+35% +$105K 0.12% 120
2021
Q2 		$278K Buy
14,315
+1,520
+12% +$30.8K 0.08% 185
2021
Q1 		$271K Buy
12,795
+325
+3% +$6.86K 0.08% 156
2020
Q4 		$252K Buy
+12,470
New +$217K 0.08% 144

Other funds holding SONY

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
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
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
DCM
Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

BSW Wealth Partners's SONY Position: Q2 2026 in Review

BSW Wealth Partners reduced its Sony (SONY) stake by 4.4% in Q2 2026, selling an estimated $24.2K and leaving 25,030 shares worth $502K. The position accounts for 0.06% of the portfolio, ranked #186.

BSW Wealth Partners first reported a position in SONY in Q4 2020 and has held it in 20 quarters since. The position peaked at $818K in Q3 2025. 101 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • BSW Wealth Partners held 25,030 shares of Sony worth $502K as of Q2 2026.
  • BSW Wealth Partners sold 1,148 Sony shares in Q2 2026, an estimated $24.2K.
  • Sony made up 0.06% of BSW Wealth Partners's portfolio in Q2 2026, its #186 holding.
  • BSW Wealth Partners first reported a position in Sony in Q4 2020 and has held it in 20 quarters since.
  • BSW Wealth Partners's Sony position peaked at $818K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.