HWA
SONY icon

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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Heritage Wealth Advisors's SONY Position: Q1 2026 in Review

Heritage Wealth Advisors held its Sony (SONY) position steady in Q1 2026 at 90 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Heritage Wealth Advisors first reported a position in SONY in Q4 2019 and has held it in 8 quarters since. The position peaked at $10.3K in Q4 2019. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Heritage Wealth Advisors held 90 shares of Sony worth $1.86K as of Q1 2026.
  • Heritage Wealth Advisors left its Sony share count unchanged in Q1 2026.
  • Sony made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #629 holding.
  • Heritage Wealth Advisors first reported a position in Sony in Q4 2019 and has held it in 8 quarters since.
  • Heritage Wealth Advisors's Sony position peaked at $10.3K in Q4 2019.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.