Heritage Wealth Advisors’s Sony SONY Stock Holding History

Heritage Wealth 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	$1.8K	Hold	90	–	–	﹤0.01%	641
2026 Q1	$1.86K	Hold	90	–	–	﹤0.01%	629
2025 Q4	$2.3K	Hold	90	–	–	﹤0.01%	540
2025 Q3	$2.59K	Hold	90	–	–	﹤0.01%	512
2025 Q2	$2.34K	Hold	90	–	–	﹤0.01%	507
2025 Q1	$2.29K	Sell	90 -20	-18%	-$462	﹤0.01%	503
2024 Q4	$2.33K	Buy	110 +20	+22%	+$390	﹤0.01%	549
2024 Q3	$1.74K	Buy	+90	New	+$1.64K	﹤0.01%	552
2020 Q1	–	Sell	-755	Closed	-$10.3K	–	567
2019 Q4	$10.3K	Buy	+755	New	+$9.41K	﹤0.01%	417

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

Heritage Wealth Advisors's SONY Position: Q2 2026 in Review

Heritage Wealth Advisors held its Sony (SONY) position steady in Q2 2026 at 90 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Heritage Wealth Advisors first reported a position in SONY in Q4 2019 and has held it in 9 quarters since. The position peaked at $10.3K in Q4 2019. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Heritage Wealth Advisors held 90 shares of Sony worth $1.8K as of Q2 2026.
Heritage Wealth Advisors left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #641 holding.
Heritage Wealth Advisors first reported a position in Sony in Q4 2019 and has held it in 9 quarters since.
Heritage Wealth Advisors's Sony position peaked at $10.3K in Q4 2019.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.