Livet Wealth’s Sony SONY Stock Holding History

Livet 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	–	Sell	-12,329	Closed	-$255K	–	128
2026 Q1	$255K	Sell	12,329 -1,076	-8%	-$24.1K	0.16%	93
2025 Q4	$343K	Buy	+13,405	New	+$376K	0.21%	82

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Livet Wealth's SONY Position: Q2 2026 in Review

Livet Wealth sold out of Sony (SONY) in Q2 2026, closing a stake of 12,329 shares — an estimated $255K sold.

Livet Wealth first reported a position in SONY in Q4 2025 and held it in 2 quarters. The position peaked at $343K in Q4 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Livet Wealth reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
Livet Wealth sold 12,329 Sony shares in Q2 2026, an estimated $255K.
Livet Wealth first reported a position in Sony in Q4 2025 and held it in 2 quarters.
Livet Wealth's Sony position peaked at $343K in Q4 2025.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

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