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Kestra Private Wealth Services’s Sony SONY Stock Holding History

Kestra Private Wealth Services’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 		– Sell
-9,840
Closed -$204K – 1903
2026
Q1 		$204K Sell
9,840
-223
-2% -$5K ﹤0.01% 1630
2025
Q4 		$258K Buy
10,063
+651
+7% +$18.3K ﹤0.01% 1493
2025
Q3 		$271K Sell
9,412
-20,049
-68% -$539K ﹤0.01% 1410
2025
Q2 		$767K Sell
29,461
-8,599
-23% -$215K 0.01% 842
2025
Q1 		$966K Sell
38,060
-11,130
-23% -$257K 0.02% 692
2024
Q4 		$1.04M Buy
+49,190
New +$958K 0.02% 634
2024
Q3 		– Sell
-36,520
Closed -$620K – 1455
2024
Q2 		$620K Sell
36,520
-750
-2% -$12.4K 0.01% 747
2024
Q1 		$639K Sell
37,270
-845
-2% -$15.5K 0.01% 704
2023
Q4 		$722K Buy
38,115
+3,515
+10% +$61K 0.02% 612
2023
Q3 		$570K Buy
34,600
+5,265
+18% +$91.9K 0.02% 623
2023
Q2 		$528K Sell
29,335
-1,440
-5% -$27K 0.02% 614
2023
Q1 		$558K Buy
+30,775
New +$533K 0.02% 568
2022
Q2 		– Sell
-10,755
Closed -$221K – 1004
2022
Q1 		$221K Sell
10,755
-985
-8% -$21.4K 0.01% 855
2021
Q4 		$297K Sell
11,740
-115
-1% -$2.74K 0.01% 767
2021
Q3 		$262K Sell
11,855
-5,335
-31% -$112K 0.01% 760
2021
Q2 		$334K Sell
17,190
-2,790
-14% -$56.5K 0.02% 637
2021
Q1 		$424K Buy
19,980
+7,415
+59% +$157K 0.03% 495
2020
Q4 		$253K Sell
12,565
-1,160
-8% -$20.2K 0.02% 601
2020
Q3 		$211K Buy
+13,725
New +$213K 0.02% 585

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Kestra Private Wealth Services's SONY Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Sony (SONY) in Q2 2026, closing a stake of 9,840 shares — an estimated $204K sold.

Kestra Private Wealth Services first reported a position in SONY in Q3 2020 and held it in 19 quarters. The position peaked at $1.04M in Q4 2024. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 9,840 Sony shares in Q2 2026, an estimated $204K.
  • Kestra Private Wealth Services first reported a position in Sony in Q3 2020 and held it in 19 quarters.
  • Kestra Private Wealth Services's Sony position peaked at $1.04M in Q4 2024.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.