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Live Oak Private Wealth’s Sony SONY Stock Holding History

Live Oak Private Wealth’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 		$8.66M Sell
431,463
-22,855
-5% -$482K 1.08% 32
2026
Q1 		$9.4M Buy
454,318
+15,174
+3% +$340K 1.31% 27
2025
Q4 		$11.2M Sell
439,144
-9,104
-2% -$256K 1.53% 19
2025
Q3 		$12.9M Sell
448,248
-1,100
-0.2% -$29.6K 1.8% 14
2025
Q2 		$11.7M Buy
449,348
+226
+0.1% +$5.66K 1.74% 14
2025
Q1 		$11.4M Buy
449,122
+46,378
+12% +$1.07M 1.85% 15
2024
Q4 		$8.52M Sell
402,744
-8,551
-2% -$167K 1.43% 23
2024
Q3 		$7.94M Buy
411,295
+2,755
+0.7% +$50.2K 1.29% 27
2024
Q2 		$6.94M Buy
408,540
+9,410
+2% +$156K 1.19% 29
2024
Q1 		$6.84M Buy
399,130
+18,535
+5% +$341K 1.18% 32
2023
Q4 		$7.21M Buy
380,595
+1,665
+0.4% +$28.9K 1.35% 30
2023
Q3 		$6.25M Buy
378,930
+2,345
+0.6% +$40.9K 1.33% 34
2023
Q2 		$6.78M Buy
376,585
+5,020
+1% +$94.2K 1.35% 31
2023
Q1 		$6.74M Buy
371,565
+24,095
+7% +$418K 1.39% 35
2022
Q4 		$5.3M Buy
347,470
+31,340
+10% +$468K 1.1% 41
2022
Q3 		$4.05M Buy
316,130
+27,360
+9% +$438K 0.91% 44
2022
Q2 		$4.72M Buy
288,770
+18,115
+7% +$321K 0.99% 43
2022
Q1 		$5.56M Buy
270,655
+48,445
+22% +$1.05M 1.08% 40
2021
Q4 		$5.62M Sell
222,210
-6,960
-3% -$166K 1.05% 41
2021
Q3 		$5.07M Buy
229,170
+13,175
+6% +$276K 1.03% 45
2021
Q2 		$4.2M Buy
215,995
+42,870
+25% +$869K 0.93% 47
2021
Q1 		$3.67M Sell
173,125
-197,540
-53% -$4.17M 0.9% 45
2020
Q4 		$7.5M Buy
370,665
+4,275
+1% +$74.3K 2.1% 10
2020
Q3 		$5.62M Sell
366,390
-7,135
-2% -$111K 1.93% 13
2020
Q2 		$5.16M Buy
+373,525
New +$4.85M 1.87% 14

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

Live Oak Private Wealth's SONY Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Sony (SONY) stake by 5% in Q2 2026, selling an estimated $482K and leaving 431,463 shares worth $8.66M. The position accounts for 1.08% of the portfolio, ranked #32.

Live Oak Private Wealth first reported a position in SONY in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.9M in Q3 2025. 738 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Live Oak Private Wealth held 431,463 shares of Sony worth $8.66M as of Q2 2026.
  • Live Oak Private Wealth sold 22,855 Sony shares in Q2 2026, an estimated $482K.
  • Sony made up 1.08% of Live Oak Private Wealth's portfolio in Q2 2026, its #32 holding.
  • Live Oak Private Wealth first reported a position in Sony in Q2 2020 and has held it in 25 quarters since.
  • Live Oak Private Wealth's Sony position peaked at $12.9M in Q3 2025.
  • 738 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.