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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
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 $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Dynasty Wealth Management reduced its Sony (SONY) stake by 79% in Q1 2026, selling an estimated $837K and leaving 10,222 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Dynasty Wealth Management first reported a position in SONY in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.32M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Dynasty Wealth Management held 10,222 shares of Sony worth $212K as of Q1 2026.
  • Dynasty Wealth Management sold 37,373 Sony shares in Q1 2026, an estimated $837K.
  • Sony made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #321 holding.
  • Dynasty Wealth Management first reported a position in Sony in Q1 2024 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Sony position peaked at $1.32M in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.