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Financial Gravity Companies’s Sony SONY Stock Holding History

Financial Gravity Companies’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 		$20 Buy
+1
New +$21 ﹤0.01% 980
2018
Q4 		$491K Buy
+53,200
New +$563K 0.45% 34
2018
Q1 		$364K Buy
38,965
+12,805
+49% +$126K 0.37% 44
2017
Q4 		$251K Buy
+26,160
New +$225K 0.29% 64

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

Financial Gravity Companies's SONY Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Sony (SONY) in Q2 2026: 1 share worth $20. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SONY as recently as Q4 2018.

Financial Gravity Companies first reported a position in SONY in Q4 2017 and has held it in 4 quarters since. The position peaked at $491K in Q4 2018. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Financial Gravity Companies held 1 share of Sony worth $20 as of Q2 2026.
  • Sony was a new Financial Gravity Companies position in Q2 2026.
  • Sony made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #980 holding.
  • Financial Gravity Companies first reported a position in Sony in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's Sony position peaked at $491K in Q4 2018.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.