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Curated Wealth Partners’s Sony SONY Stock Holding History

Curated 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 		$69.9K Buy
+45,203
New +$953K 0.01% 658

Other funds holding SONY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

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

Curated Wealth Partners opened a new position in Sony (SONY) in Q2 2026: 45,203 shares worth $69.9K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings.

237 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Curated Wealth Partners held 45,203 shares of Sony worth $69.9K as of Q2 2026.
  • Sony was a new Curated Wealth Partners position in Q2 2026.
  • Sony made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #658 holding.
  • 237 funds tracked by Wall St. Rank held Sony as of Q2 2026.

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