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Cassaday & Co Wealth Management’s Sony SONY Stock Holding History

Cassaday & Co 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 		$11.2K Hold
557
– – ﹤0.01% 856
2026
Q1 		$11.5K Buy
+557
New +$12.5K ﹤0.01% 868

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

Cassaday & Co Wealth Management's SONY Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Sony (SONY) position steady in Q2 2026 at 557 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Cassaday & Co Wealth Management first reported a position in SONY in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.5K in Q1 2026. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Cassaday & Co Wealth Management held 557 shares of Sony worth $11.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #856 holding.
  • Cassaday & Co Wealth Management first reported a position in Sony in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Sony position peaked at $11.5K in Q1 2026.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.