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Dogwood Wealth Management’s Sony SONY Stock Holding History

Dogwood 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 		$1.6K Sell
80
-28
-26% -$590 ﹤0.01% 701
2026
Q1 		$2.24K Buy
+108
New +$2.42K ﹤0.01% 625
2025
Q3 		– Sell
-285
Closed -$7.2K – 803
2025
Q2 		$7.2K Buy
+285
New +$7.13K ﹤0.01% 341

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Dogwood Wealth Management's SONY Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Sony (SONY) stake by 26% in Q2 2026, selling an estimated $590 and leaving 80 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Dogwood Wealth Management first reported a position in SONY in Q2 2025 and has held it in 3 quarters since. The position peaked at $7.2K in Q2 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Dogwood Wealth Management held 80 shares of Sony worth $1.6K as of Q2 2026.
  • Dogwood Wealth Management sold 28 Sony shares in Q2 2026, an estimated $590.
  • Sony made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #701 holding.
  • Dogwood Wealth Management first reported a position in Sony in Q2 2025 and has held it in 3 quarters since.
  • Dogwood Wealth Management's Sony position peaked at $7.2K in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.