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Laurel Oak Wealth Management’s Sony SONY Stock Holding History

Laurel Oak 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 		$256K Sell
12,758
-106
-0.8% -$2.23K 0.04% 308
2026
Q1 		$266K Sell
12,864
-1,656
-11% -$37.1K 0.04% 295
2025
Q4 		$372K Buy
+14,520
New +$408K 0.06% 231

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

Laurel Oak Wealth Management's SONY Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Sony (SONY) stake by 0.82% in Q2 2026, selling an estimated $2.23K and leaving 12,758 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #308.

Laurel Oak Wealth Management first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q4 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Laurel Oak Wealth Management held 12,758 shares of Sony worth $256K as of Q2 2026.
  • Laurel Oak Wealth Management sold 106 Sony shares in Q2 2026, an estimated $2.23K.
  • Sony made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Laurel Oak Wealth Management first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Sony position peaked at $372K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.