HB Wealth Management’s Sony SONY Stock Holding History

HB 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	$765K	Sell	38,150 -3,762	-9%	-$79.3K	﹤0.01%	876
2026 Q1	$868K	Sell	41,912 -11,411	-21%	-$256K	0.01%	719
2025 Q4	$1.37M	Buy	53,323 +2,881	+6%	+$80.9K	0.01%	524
2025 Q3	$1.45M	Buy	50,442 +24,284	+93%	+$653K	0.01%	505
2025 Q2	$681K	Sell	26,158 -6,114	-19%	-$153K	0.01%	645
2025 Q1	$819K	Buy	32,272 +19,680	+156%	+$455K	0.01%	600
2024 Q4	$266K	Sell	12,592 -568	-4%	-$11.1K	﹤0.01%	854
2024 Q3	$254K	Buy	13,160 +975	+8%	+$17.8K	﹤0.01%	814
2024 Q2	$207K	Buy	12,185 +235	+2%	+$3.88K	﹤0.01%	838
2024 Q1	$205K	Buy	+11,950	New	+$220K	﹤0.01%	795

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

HB Wealth Management's SONY Position: Q2 2026 in Review

HB Wealth Management reduced its Sony (SONY) stake by 9% in Q2 2026, selling an estimated $79.3K and leaving 38,150 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

HB Wealth Management first reported a position in SONY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.45M in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

HB Wealth Management held 38,150 shares of Sony worth $765K as of Q2 2026.
HB Wealth Management sold 3,762 Sony shares in Q2 2026, an estimated $79.3K.
Sony made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #876 holding.
HB Wealth Management first reported a position in Sony in Q1 2024 and has held it in 10 quarters since.
HB Wealth Management's Sony position peaked at $1.45M in Q3 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.