Elevation Wealth Partners
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Elevation Wealth Partners’s Sony SONY Stock Holding History

Elevation Wealth Partners’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
Q3 		$13.2K Hold
560
– – ﹤0.01% 806
2026
Q2 		$11.2K Buy
+560
New +$11.8K ﹤0.01% 778
2025
Q1 		– Sell
-520
Closed -$11K – 513
2024
Q4 		$11K Hold
520
– – ﹤0.01% 364
2024
Q3 		$10K Hold
520
– – ﹤0.01% 356
2024
Q2 		$8.84K Hold
520
– – ﹤0.01% 353
2024
Q1 		$8.92K Buy
+520
New +$9.6K ﹤0.01% 363

Other funds holding SONY

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Pictet North America Advisors
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Elevation Wealth Partners's SONY Position: Q3 2026 in Review

Elevation Wealth Partners held its Sony (SONY) position steady in Q3 2026 at 560 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Elevation Wealth Partners first reported a position in SONY in Q1 2024 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Elevation Wealth Partners held 560 shares of Sony worth $13.2K as of Q3 2026.
  • Elevation Wealth Partners left its Sony share count unchanged in Q3 2026.
  • Sony made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #806 holding.
  • Elevation Wealth Partners first reported a position in Sony in Q1 2024 and has held it in 6 quarters since.
  • 204 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.