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Halbert Hargrove Global Advisors’s Sony SONY Stock Holding History

Halbert Hargrove Global Advisors’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 		$753 Buy
+37
New +$780 ﹤0.01% 476
2025
Q2 		– Sell
-10
Closed -$254 – 603
2025
Q1 		$254 Buy
+10
New +$231 ﹤0.01% 575

Other funds holding SONY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Halbert Hargrove Global Advisors's SONY Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Sony (SONY) in Q2 2026: 37 shares worth $753. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in SONY as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in SONY in Q1 2025 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Halbert Hargrove Global Advisors held 37 shares of Sony worth $753 as of Q2 2026.
  • Sony was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Sony made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #476 holding.
  • Halbert Hargrove Global Advisors first reported a position in Sony in Q1 2025 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.