CogentBlue Wealth Advisors’s Sony SONY Stock Holding History

CogentBlue 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	$254K	Buy	+12,660	New	+$267K	0.15%	80
2026 Q1	–	Sell	-9,972	Closed	-$255K	–	85
2025 Q4	$255K	Sell	9,972 -3,075	-24%	-$86.3K	0.17%	61
2025 Q3	$376K	Buy	13,047 +570	+5%	+$15.3K	0.26%	48
2025 Q2	$325K	Buy	12,477 +361	+3%	+$9.03K	0.25%	48
2025 Q1	$308K	Buy	+12,116	New	+$280K	0.27%	43

Other funds holding SONY

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

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

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

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

CogentBlue Wealth Advisors opened a new position in Sony (SONY) in Q2 2026: 12,660 shares worth $254K. The stake represents 0.15% of the portfolio and ranks #80 among its holdings. This is a return to the name: CogentBlue Wealth Advisors previously reported a position in SONY as recently as Q4 2025.

CogentBlue Wealth Advisors first reported a position in SONY in Q1 2025 and has held it in 5 quarters since. The position peaked at $376K in Q3 2025. 142 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

CogentBlue Wealth Advisors held 12,660 shares of Sony worth $254K as of Q2 2026.
Sony was a new CogentBlue Wealth Advisors position in Q2 2026.
Sony made up 0.15% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #80 holding.
CogentBlue Wealth Advisors first reported a position in Sony in Q1 2025 and has held it in 5 quarters since.
CogentBlue Wealth Advisors's Sony position peaked at $376K in Q3 2025.
142 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.