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Diversified Trust’s Sony SONY Stock Holding History

Diversified Trust’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 		$207K Sell
10,331
-486
-4% -$10.2K ﹤0.01% 1042
2026
Q1 		$224K Sell
10,817
-92
-0.8% -$2.06K ﹤0.01% 942
2025
Q4 		$279K Buy
10,909
+88
+0.8% +$2.47K 0.01% 854
2025
Q3 		$312K Buy
10,821
+645
+6% +$17.3K 0.01% 789
2025
Q2 		$265K Sell
10,176
-878
-8% -$22K 0.01% 793
2025
Q1 		$281K Buy
11,054
+339
+3% +$7.83K 0.01% 757
2024
Q4 		$227K Buy
10,715
+140
+1% +$2.73K 0.01% 820
2024
Q3 		$204K Buy
+10,575
New +$193K 0.01% 831

Other funds holding SONY

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
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

Diversified Trust's SONY Position: Q2 2026 in Review

Diversified Trust reduced its Sony (SONY) stake by 4.5% in Q2 2026, selling an estimated $10.2K and leaving 10,331 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Diversified Trust first reported a position in SONY in Q3 2024 and has held it in 8 quarters since. The position peaked at $312K in Q3 2025. 168 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Diversified Trust held 10,331 shares of Sony worth $207K as of Q2 2026.
  • Diversified Trust sold 486 Sony shares in Q2 2026, an estimated $10.2K.
  • Sony made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1042 holding.
  • Diversified Trust first reported a position in Sony in Q3 2024 and has held it in 8 quarters since.
  • Diversified Trust's Sony position peaked at $312K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.