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Highline Wealth Partners’s Sony SONY Stock Holding History

Highline Wealth Partners’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 		$23.4K Sell
1,167
-40
-3% -$843 ﹤0.01% 365
2026
Q1 		$25K Buy
1,207
+170
+16% +$3.81K 0.01% 260
2025
Q4 		$26.5K Sell
1,037
-279
-21% -$7.83K 0.01% 211
2025
Q3 		$37.9K Buy
1,316
+419
+47% +$11.3K 0.01% 178
2025
Q2 		$23.3K Buy
897
+246
+38% +$6.16K 0.01% 206
2025
Q1 		$16.5K Buy
651
+215
+49% +$4.97K 0.01% 231
2024
Q4 		$9.23K Buy
436
+51
+13% +$993 ﹤0.01% 260
2024
Q3 		$7.44K Buy
385
+130
+51% +$2.37K ﹤0.01% 293
2024
Q2 		$4.33K Buy
+255
New +$4.22K ﹤0.01% 306

Other funds holding SONY

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
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
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Highline Wealth Partners's SONY Position: Q2 2026 in Review

Highline Wealth Partners reduced its Sony (SONY) stake by 3.3% in Q2 2026, selling an estimated $843 and leaving 1,167 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Highline Wealth Partners first reported a position in SONY in Q2 2024 and has held it in 9 quarters since. The position peaked at $37.9K in Q3 2025. 143 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Highline Wealth Partners held 1,167 shares of Sony worth $23.4K as of Q2 2026.
  • Highline Wealth Partners sold 40 Sony shares in Q2 2026, an estimated $843.
  • Sony made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #365 holding.
  • Highline Wealth Partners first reported a position in Sony in Q2 2024 and has held it in 9 quarters since.
  • Highline Wealth Partners's Sony position peaked at $37.9K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.