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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
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 +$9.56K ﹤0.01% 363

Other funds holding SONY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
DCM
Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Elevation Wealth Partners's SONY Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Sony (SONY) in Q2 2026: 560 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in SONY as recently as Q4 2024.

Elevation Wealth Partners first reported a position in SONY in Q1 2024 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Elevation Wealth Partners held 560 shares of Sony worth $11.2K as of Q2 2026.
  • Sony was a new Elevation Wealth Partners position in Q2 2026.
  • Sony made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #778 holding.
  • Elevation Wealth Partners first reported a position in Sony in Q1 2024 and has held it in 5 quarters since.
  • 91 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.