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Integrated Wealth Concepts’s Sony SONY Stock Holding History

Integrated Wealth Concepts’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 		$533K Buy
25,725
+6,257
+32% +$140K ﹤0.01% 1506
2025
Q4 		$498K Sell
19,468
-8,038
-29% -$226K 0.01% 1089
2025
Q3 		$792K Sell
27,506
-243
-0.9% -$6.53K 0.01% 1110
2025
Q2 		$722K Buy
27,749
+4,886
+21% +$122K 0.01% 1081
2025
Q1 		$581K Sell
22,863
-611
-3% -$14.1K 0.01% 1081
2024
Q4 		$497K Buy
23,474
+1,269
+6% +$24.7K 0.01% 1122
2024
Q3 		$429K Buy
22,205
+315
+1% +$5.74K 0.01% 1157
2024
Q2 		$372K Buy
21,890
+215
+1% +$3.56K 0.01% 1188
2024
Q1 		$372K Buy
21,675
+50
+0.2% +$919 0.01% 1195
2023
Q4 		$409K Sell
21,625
-7,480
-26% -$130K 0.01% 1092
2023
Q3 		$480K Sell
29,105
-55
-0.2% -$960 0.01% 997
2023
Q2 		$525K Sell
29,160
-3,545
-11% -$66.5K 0.01% 969
2023
Q1 		$593K Sell
32,705
-76,205
-70% -$1.32M 0.01% 800
2022
Q4 		$1.66M Buy
108,910
+3,645
+3% +$54.4K 0.05% 361
2022
Q3 		$1.35M Buy
105,265
+580
+0.6% +$9.29K 0.04% 356
2022
Q2 		$1.71M Buy
104,685
+5,275
+5% +$93.4K 0.05% 316
2022
Q1 		$2.04M Buy
99,410
+3,950
+4% +$85.9K 0.06% 260
2021
Q4 		$2.41M Buy
95,460
+11,005
+13% +$262K 0.07% 223
2021
Q3 		$1.87M Buy
84,455
+4,430
+6% +$92.7K 0.06% 257
2021
Q2 		$1.56M Buy
80,025
+10,955
+16% +$222K 0.06% 261
2021
Q1 		$1.46M Buy
+69,070
New +$1.46M 0.06% 237

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

Integrated Wealth Concepts's SONY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Sony (SONY) stake by 32% in Q1 2026, buying an estimated $140K and bringing the position to 25,725 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Integrated Wealth Concepts first reported a position in SONY in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.41M in Q4 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Integrated Wealth Concepts held 25,725 shares of Sony worth $533K as of Q1 2026.
  • Integrated Wealth Concepts bought 6,257 Sony shares in Q1 2026, an estimated $140K.
  • Sony made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1506 holding.
  • Integrated Wealth Concepts first reported a position in Sony in Q1 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's Sony position peaked at $2.41M in Q4 2021.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.