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 Q2	$1.64M	Sell	73,637 -7,768	-10%	-$164K	0.03%	479
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 $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 Wealth Management's SONY Position: Q2 2026 in Review

Diversify Wealth Management reduced its Sony (SONY) stake by 9.5% in Q2 2026, selling an estimated $164K and leaving 73,637 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #479.

Diversify Wealth Management first reported a position in SONY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.9M in Q3 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Diversify Wealth Management held 73,637 shares of Sony worth $1.64M as of Q2 2026.
Diversify Wealth Management sold 7,768 Sony shares in Q2 2026, an estimated $164K.
Sony made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #479 holding.
Diversify Wealth Management first reported a position in Sony in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Sony position peaked at $1.9M in Q3 2025.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.