GC Wealth Management RIA’s Sony SONY Stock Holding History

GC Wealth Management RIA’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	$735K	Buy	36,617 +1,437	+4%	+$30.3K	0.04%	271
2026 Q1	$728K	Sell	35,180 -12,999	-27%	-$291K	0.03%	285
2025 Q4	$1.23M	Buy	48,179 +3,525	+8%	+$99K	0.05%	213
2025 Q3	$1.29M	Buy	44,654 +27,732	+164%	+$746K	0.04%	273
2025 Q2	$440K	Buy	+16,922	New	+$423K	0.04%	351

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

GC Wealth Management RIA's SONY Position: Q2 2026 in Review

GC Wealth Management RIA increased its Sony (SONY) stake by 4.1% in Q2 2026, buying an estimated $30.3K and bringing the position to 36,617 shares worth $735K. The position accounts for 0.04% of the portfolio, ranked #271.

GC Wealth Management RIA first reported a position in SONY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q3 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

GC Wealth Management RIA held 36,617 shares of Sony worth $735K as of Q2 2026.
GC Wealth Management RIA bought 1,437 Sony shares in Q2 2026, an estimated $30.3K.
Sony made up 0.04% of GC Wealth Management RIA's portfolio in Q2 2026, its #271 holding.
GC Wealth Management RIA first reported a position in Sony in Q2 2025 and has held it in 5 quarters since.
GC Wealth Management RIA's Sony position peaked at $1.29M in Q3 2025.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.