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EverSource Wealth Advisors’s Sony SONY Stock Holding History

EverSource Wealth 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 		$396K Sell
19,719
-9,062
-31% -$191K 0.01% 668
2026
Q1 		$596K Buy
28,781
+11,980
+71% +$268K 0.02% 532
2025
Q4 		$430K Buy
16,801
+2,178
+15% +$61.1K 0.02% 590
2025
Q3 		$421K Sell
14,623
-1,106
-7% -$29.7K 0.02% 566
2025
Q2 		$409K Buy
15,729
+2,739
+21% +$68.5K 0.02% 531
2025
Q1 		$330K Buy
12,990
+2,221
+21% +$51.3K 0.02% 489
2024
Q4 		$228K Buy
10,769
+294
+3% +$5.73K 0.01% 611
2024
Q3 		$202K Buy
10,475
+1,685
+19% +$30.7K 0.01% 552
2024
Q2 		$156K Buy
8,790
+480
+6% +$7.94K 0.01% 644
2024
Q1 		$137K Buy
8,310
+730
+10% +$13.4K 0.01% 605
2023
Q4 		$144K Buy
7,580
+2,040
+37% +$35.4K 0.01% 516
2023
Q3 		$91.3K Buy
5,540
+760
+16% +$13.3K 0.01% 601
2023
Q2 		$86.1K Sell
4,780
-215
-4% -$4.03K 0.01% 631
2023
Q1 		$90.6K Buy
4,995
+2,935
+142% +$50.9K 0.01% 569
2022
Q4 		$31.4K Buy
2,060
+240
+13% +$3.58K ﹤0.01% 936
2022
Q3 		$23K Buy
1,820
+1,270
+231% +$20.4K 0.01% 860
2022
Q2 		$9K Buy
550
+30
+6% +$531 ﹤0.01% 1084
2022
Q1 		$10K Sell
520
-8,720
-94% -$190K ﹤0.01% 982
2021
Q4 		$233K Buy
+9,240
New +$220K 0.07% 204

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

EverSource Wealth Advisors's SONY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Sony (SONY) stake by 31% in Q2 2026, selling an estimated $191K and leaving 19,719 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #668.

EverSource Wealth Advisors first reported a position in SONY in Q4 2021 and has held it in 19 quarters since. The position peaked at $596K in Q1 2026. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • EverSource Wealth Advisors held 19,719 shares of Sony worth $396K as of Q2 2026.
  • EverSource Wealth Advisors sold 9,062 Sony shares in Q2 2026, an estimated $191K.
  • Sony made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #668 holding.
  • EverSource Wealth Advisors first reported a position in Sony in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Sony position peaked at $596K in Q1 2026.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.