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High Note Wealth’s Sony SONY Stock Holding History

High Note Wealth’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 		$22.3K Hold
1,079
– – ﹤0.01% 264
2025
Q4 		$27.6K Hold
1,079
– – 0.01% 239
2025
Q3 		$31.1K Buy
1,079
+269
+33% +$7.23K 0.01% 212
2025
Q2 		$21.1K Hold
810
– – ﹤0.01% 232
2025
Q1 		$20.6K Hold
810
– – 0.01% 236
2024
Q4 		$17.1K Buy
+810
New +$15.8K ﹤0.01% 248

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

High Note Wealth's SONY Position: Q1 2026 in Review

High Note Wealth held its Sony (SONY) position steady in Q1 2026 at 1,079 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

High Note Wealth first reported a position in SONY in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.1K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • High Note Wealth held 1,079 shares of Sony worth $22.3K as of Q1 2026.
  • High Note Wealth left its Sony share count unchanged in Q1 2026.
  • Sony made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #264 holding.
  • High Note Wealth first reported a position in Sony in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Sony position peaked at $31.1K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.