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Kingswood Wealth Advisors’s Sony SONY Stock Holding History

Kingswood Wealth Advisors’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 		$240K Buy
11,975
+798
+7% +$16.8K 0.01% 880
2026
Q1 		$231K Sell
11,177
-912
-8% -$20.4K 0.01% 827
2025
Q4 		$309K Buy
+12,089
New +$339K 0.02% 670

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

Kingswood Wealth Advisors's SONY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Sony (SONY) stake by 7.1% in Q2 2026, buying an estimated $16.8K and bringing the position to 11,975 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #880.

Kingswood Wealth Advisors first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Kingswood Wealth Advisors held 11,975 shares of Sony worth $240K as of Q2 2026.
  • Kingswood Wealth Advisors bought 798 Sony shares in Q2 2026, an estimated $16.8K.
  • Sony made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #880 holding.
  • Kingswood Wealth Advisors first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's Sony position peaked at $309K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.