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Elevated Capital Advisors’s Sony SONY Stock Holding History

Elevated Capital Advisors’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 		$2.31K Hold
115
– – ﹤0.01% 656
2026
Q1 		$2.38K Hold
115
– – ﹤0.01% 628
2025
Q4 		$2.94K Buy
+115
New +$3.23K ﹤0.01% 580

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

Elevated Capital Advisors's SONY Position: Q2 2026 in Review

Elevated Capital Advisors held its Sony (SONY) position steady in Q2 2026 at 115 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Elevated Capital Advisors first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.94K in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Elevated Capital Advisors held 115 shares of Sony worth $2.31K as of Q2 2026.
  • Elevated Capital Advisors left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #656 holding.
  • Elevated Capital Advisors first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Sony position peaked at $2.94K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.