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Evoke Wealth’s Sony SONY Stock Holding History

Evoke Wealth’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 		– Sell
-15,256
Closed -$316K – 547
2026
Q1 		$316K Buy
15,256
+3,016
+25% +$67.6K 0.01% 525
2025
Q4 		$313K Sell
12,240
-380
-3% -$10.7K 0.01% 506
2025
Q3 		$363K Buy
+12,620
New +$339K 0.01% 453
2022
Q4 		– Sell
-1,000
Closed -$13K – 1031
2022
Q3 		$13K Sell
1,000
-110
-10% -$1.76K ﹤0.01% 715
2022
Q2 		$18K Hold
1,110
– – ﹤0.01% 671
2022
Q1 		$23K Sell
1,110
-710
-39% -$15.4K ﹤0.01% 633
2021
Q4 		$46K Sell
1,820
-50
-3% -$1.19K ﹤0.01% 542
2021
Q3 		$41K Hold
1,870
– – ﹤0.01% 536
2021
Q2 		$36K Hold
1,870
– – ﹤0.01% 564
2021
Q1 		$40K Buy
1,870
+710
+61% +$15K ﹤0.01% 479
2020
Q4 		$23K Buy
1,160
+25
+2% +$435 ﹤0.01% 481
2020
Q3 		$17K Buy
1,135
+25
+2% +$389 ﹤0.01% 500
2020
Q2 		$15K Sell
1,110
-10
-0.9% -$130 ﹤0.01% 511
2020
Q1 		$13.3K Sell
1,120
-2,020
-64% -$26.5K ﹤0.01% 484
2019
Q4 		$42.7K Sell
3,140
-105
-3% -$1.31K 0.01% 448
2019
Q3 		$38.4K Buy
+3,245
New +$36.6K ﹤0.01% 516

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

Evoke Wealth's SONY Position: Q2 2026 in Review

Evoke Wealth sold out of Sony (SONY) in Q2 2026, closing a stake of 15,256 shares — an estimated $316K sold.

Evoke Wealth first reported a position in SONY in Q3 2019 and held it in 16 quarters. The position peaked at $363K in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Evoke Wealth reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 15,256 Sony shares in Q2 2026, an estimated $316K.
  • Evoke Wealth first reported a position in Sony in Q3 2019 and held it in 16 quarters.
  • Evoke Wealth's Sony position peaked at $363K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.