Golden State Wealth Management’s Sony SONY Stock Holding History

Golden State Wealth 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	$48.6K	Hold	2,421	–	–	﹤0.01%	730
2026 Q1	$50.1K	Hold	2,421	–	–	0.01%	680
2025 Q4	$62K	Sell	2,421 -48	-2%	-$1.35K	0.01%	636
2025 Q3	$71.1K	Hold	2,469	–	–	0.01%	582
2025 Q2	$64.3K	Sell	2,469 -13	-0.5%	-$325	0.01%	593
2025 Q1	$63K	Hold	2,482	–	–	0.01%	542
2024 Q4	$52.5K	Buy	+2,482	New	+$48.3K	0.01%	565
2020 Q2	–	Sell	-1,920	Closed	-$23K	–	815
2020 Q1	$23K	Buy	+1,920	New	+$25.2K	0.01%	484
2019 Q4	–	Sell	-1,740	Closed	-$21K	–	787
2019 Q3	$21K	Buy	1,740 +5	+0.3%	+$56	0.01%	608
2019 Q2	$18K	Hold	1,735	–	–	0.01%	633
2019 Q1	$15K	Buy	+1,735	New	+$16.2K	0.01%	691

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

Golden State Wealth Management's SONY Position: Q2 2026 in Review

Golden State Wealth Management held its Sony (SONY) position steady in Q2 2026 at 2,421 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Golden State Wealth Management first reported a position in SONY in Q1 2019 and has held it in 11 quarters since. The position peaked at $71.1K in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Golden State Wealth Management held 2,421 shares of Sony worth $48.6K as of Q2 2026.
Golden State Wealth Management left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #730 holding.
Golden State Wealth Management first reported a position in Sony in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Sony position peaked at $71.1K in Q3 2025.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.