Diversify Wealth Management’s Sony SONY Stock Holding History

Diversify Wealth Management’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 Q1	$1.61M	Buy	81,405 +13,802	+20%	+$309K	0.03%	443
2025 Q4	$1.65M	Sell	67,603 -200	-0.3%	-$5.62K	0.08%	238
2025 Q3	$1.9M	Buy	67,803 +897	+1%	+$24.1K	0.11%	186
2025 Q2	$1.82M	Buy	66,906 +3,415	+5%	+$85.5K	0.11%	189
2025 Q1	$1.63M	Buy	63,491 +3,897	+7%	+$90K	0.12%	186
2024 Q4	$1.21M	Sell	59,594 -192,401	-76%	-$3.75M	0.09%	191
2024 Q3	$883K	Buy	251,995 +210,780	+511%	+$3.84M	0.09%	211
2024 Q2	$679K	Buy	+41,215	New	+$681K	0.08%	218

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Diversify Wealth Management's SONY Position: Q1 2026 in Review

Diversify Wealth Management increased its Sony (SONY) stake by 20% in Q1 2026, buying an estimated $309K and bringing the position to 81,405 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #443.

Diversify Wealth Management first reported a position in SONY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Diversify Wealth Management held 81,405 shares of Sony worth $1.61M as of Q1 2026.
Diversify Wealth Management bought 13,802 Sony shares in Q1 2026, an estimated $309K.
Sony made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #443 holding.
Diversify Wealth Management first reported a position in Sony in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Sony position peaked at $1.9M in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.