Drive Wealth Management’s Sony SONY Stock Holding History

Drive 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	$224K	Sell	11,181 -130	-1%	-$2.74K	0.04%	396
2026 Q1	$234K	Sell	11,311 -1,652	-13%	-$37K	0.05%	311
2025 Q4	$332K	Buy	12,963 +2,765	+27%	+$77.6K	0.06%	240
2025 Q3	$294K	Buy	10,198 +18	+0.2%	+$484	0.06%	238
2025 Q2	$265K	Buy	10,180 +115	+1%	+$2.88K	0.06%	257
2025 Q1	$256K	Buy	10,065 +26	+0.3%	+$601	0.06%	252
2024 Q4	$212K	Sell	10,039 -356	-3%	-$6.93K	0.05%	297
2024 Q3	$201K	Buy	+10,395	New	+$189K	0.05%	295
2024 Q1	–	Sell	-11,400	Closed	-$216K	–	339
2023 Q4	$216K	Buy	+11,400	New	+$198K	0.07%	259

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

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

Drive Wealth Management reduced its Sony (SONY) stake by 1.1% in Q2 2026, selling an estimated $2.74K and leaving 11,181 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #396.

Drive Wealth Management first reported a position in SONY in Q4 2023 and has held it in 9 quarters since. The position peaked at $332K in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Drive Wealth Management held 11,181 shares of Sony worth $224K as of Q2 2026.
Drive Wealth Management sold 130 Sony shares in Q2 2026, an estimated $2.74K.
Sony made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #396 holding.
Drive Wealth Management first reported a position in Sony in Q4 2023 and has held it in 9 quarters since.
Drive Wealth Management's Sony position peaked at $332K in Q4 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.