Focus Partners Wealth
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Focus Partners Wealth’s Sony SONY Stock Holding History

Focus Partners 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 		$6.6M Buy
329,098
+12,025
+4% +$253K 0.01% 848
2026
Q1 		$6.53M Buy
317,073
+33,862
+12% +$759K 0.01% 843
2025
Q4 		$7.25M Buy
283,211
+60,838
+27% +$1.71M 0.01% 809
2025
Q3 		$6.4M Buy
222,373
+34,103
+18% +$917K 0.01% 682
2025
Q2 		$4.9M Buy
188,270
+29,692
+19% +$743K 0.01% 683
2025
Q1 		$4.03M Buy
158,578
+1,061
+0.7% +$24.5K 0.01% 689
2024
Q4 		$3.33M Buy
157,517
+18,937
+14% +$369K 0.01% 729
2024
Q3 		$2.68M Sell
138,580
-132,640
-49% -$2.42M 0.01% 705
2024
Q2 		$4.61M Buy
271,220
+151,310
+126% +$2.5M 0.02% 509
2024
Q1 		$2.06M Buy
119,910
+33,580
+39% +$617K 0.02% 474
2023
Q4 		$1.64M Buy
+86,330
New +$1.5M 0.02% 380

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

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

Focus Partners Wealth increased its Sony (SONY) stake by 3.8% in Q2 2026, buying an estimated $253K and bringing the position to 329,098 shares worth $6.6M. The position accounts for 0.01% of the portfolio, ranked #848.

Focus Partners Wealth first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.25M in Q4 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Focus Partners Wealth held 329,098 shares of Sony worth $6.6M as of Q2 2026.
  • Focus Partners Wealth bought 12,025 Sony shares in Q2 2026, an estimated $253K.
  • Sony made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #848 holding.
  • Focus Partners Wealth first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Sony position peaked at $7.25M in Q4 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

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