GeoWealth Management’s Sony SONY Stock Holding History

GeoWealth Management’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	$226K	Sell	11,257 -721	-6%	-$15.2K	0.01%	745
2026 Q1	$248K	Sell	11,978 -10,523	-47%	-$236K	0.01%	672
2025 Q4	$576K	Buy	22,501 +7,494	+50%	+$210K	0.02%	405
2025 Q3	$432K	Buy	15,007 +6,077	+68%	+$163K	0.02%	477
2025 Q2	$232K	Buy	8,930 +1,640	+22%	+$41K	0.01%	616
2025 Q1	$185K	Sell	7,290 -554	-7%	-$12.8K	0.01%	677
2024 Q4	$166K	Buy	7,844 +2,334	+42%	+$45.5K	0.01%	825
2024 Q3	$106K	Buy	+5,510	New	+$100K	﹤0.01%	880

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

GeoWealth Management's SONY Position: Q2 2026 in Review

GeoWealth Management reduced its Sony (SONY) stake by 6% in Q2 2026, selling an estimated $15.2K and leaving 11,257 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #745.

GeoWealth Management first reported a position in SONY in Q3 2024 and has held it in 8 quarters since. The position peaked at $576K in Q4 2025. 742 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

GeoWealth Management held 11,257 shares of Sony worth $226K as of Q2 2026.
GeoWealth Management sold 721 Sony shares in Q2 2026, an estimated $15.2K.
Sony made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #745 holding.
GeoWealth Management first reported a position in Sony in Q3 2024 and has held it in 8 quarters since.
GeoWealth Management's Sony position peaked at $576K in Q4 2025.
742 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.