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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Diversify Advisory Services's SONY Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Sony (SONY) in Q2 2026: 73,637 shares worth $1.64M. The stake represents 0.03% of the portfolio and ranks #479 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SONY as recently as Q4 2025.

Diversify Advisory Services first reported a position in SONY in Q1 2024 and has held it in 9 quarters since. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Diversify Advisory Services held 73,637 shares of Sony worth $1.64M as of Q2 2026.
Sony was a new Diversify Advisory Services position in Q2 2026.
Sony made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #479 holding.
Diversify Advisory Services first reported a position in Sony in Q1 2024 and has held it in 9 quarters since.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.