Institute for Wealth Management’s Sony SONY Stock Holding History

Institute for 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	$84.5K	Buy	+4,212	New	+$88.8K	0.01%	730

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Institute for Wealth Management's SONY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Sony (SONY) in Q2 2026: 4,212 shares worth $84.5K. The stake represents 0.01% of the portfolio and ranks #730 among its holdings.

414 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Institute for Wealth Management held 4,212 shares of Sony worth $84.5K as of Q2 2026.
Sony was a new Institute for Wealth Management position in Q2 2026.
Sony made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #730 holding.
414 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.