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Evolve Private Wealth’s Sony SONY Stock Holding History

Evolve Private 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 		$549K Buy
27,359
+1,520
+6% +$32K 0.03% 477
2026
Q1 		$535K Buy
25,839
+5,533
+27% +$124K 0.03% 548
2025
Q4 		$520K Buy
+20,306
New +$570K 0.03% 520

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

Evolve Private Wealth's SONY Position: Q2 2026 in Review

Evolve Private Wealth increased its Sony (SONY) stake by 5.9% in Q2 2026, buying an estimated $32K and bringing the position to 27,359 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #477.

Evolve Private Wealth first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Evolve Private Wealth held 27,359 shares of Sony worth $549K as of Q2 2026.
  • Evolve Private Wealth bought 1,520 Sony shares in Q2 2026, an estimated $32K.
  • Sony made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #477 holding.
  • Evolve Private Wealth first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.