Diversify Advisory Services’s Sony SONY Stock Holding History

Diversify Advisory Services’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 Q3	$1.84M	Buy	74,645 +1,008	+1%	+$23.1K	0.03%	466
2026 Q2	$1.64M	Buy	+73,637	New	+$1.55M	0.03%	479
2026 Q1	–	Sell	-24,745	Closed	-$595K	–	755
2025 Q4	$595K	Sell	24,745 -800	-3%	-$22.5K	0.02%	548
2025 Q3	$714K	Sell	25,545 -4,277	-14%	-$115K	0.02%	458
2025 Q2	$811K	Buy	29,822 +12,599	+73%	+$315K	0.03%	380
2025 Q1	$443K	Buy	17,223 +1,485	+9%	+$34.3K	0.03%	384
2024 Q4	$320K	Sell	15,738 -80,332	-84%	-$1.56M	0.02%	465
2024 Q3	$344K	Buy	96,070 +74,650	+349%	+$1.36M	0.02%	468
2024 Q2	$387K	Sell	21,420 -42,220	-66%	-$698K	0.02%	432
2024 Q1	$1.1M	Buy	+63,640	New	+$1.17M	0.06%	235

Other funds holding SONY

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Diversify Advisory Services's SONY Position: Q3 2026 in Review

Diversify Advisory Services increased its Sony (SONY) stake by 1.4% in Q3 2026, buying an estimated $23.1K and bringing the position to 74,645 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #466.

Diversify Advisory Services first reported a position in SONY in Q1 2024 and has held it in 10 quarters since. 131 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

Diversify Advisory Services held 74,645 shares of Sony worth $1.84M as of Q3 2026.
Diversify Advisory Services bought 1,008 Sony shares in Q3 2026, an estimated $23.1K.
Sony made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #466 holding.
Diversify Advisory Services first reported a position in Sony in Q1 2024 and has held it in 10 quarters since.
131 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.