DWM
SONY icon

Dynasty Wealth Management’s Sony SONY Stock Holding History

Dynasty 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 		– Sell
-10,222
Closed -$212K – 396
2026
Q1 		$212K Sell
10,222
-37,373
-79% -$837K ﹤0.01% 321
2025
Q4 		$1.22M Buy
47,595
+1,919
+4% +$53.9K 0.01% 172
2025
Q3 		$1.32M Buy
+45,676
New +$1.23M 0.02% 148
2024
Q2 		– Sell
-42,415
Closed -$727K – 274
2024
Q1 		$727K Buy
+42,415
New +$780K 0.02% 152

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

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

Dynasty Wealth Management sold out of Sony (SONY) in Q2 2026, closing a stake of 10,222 shares — an estimated $212K sold.

Dynasty Wealth Management first reported a position in SONY in Q1 2024 and held it in 4 quarters. The position peaked at $1.32M in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Dynasty Wealth Management reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 10,222 Sony shares in Q2 2026, an estimated $212K.
  • Dynasty Wealth Management first reported a position in Sony in Q1 2024 and held it in 4 quarters.
  • Dynasty Wealth Management's Sony position peaked at $1.32M in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.