Marks Group Wealth Management
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Marks Group Wealth Management’s Sony SONY Stock Holding History

Marks Group 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
Q3 		$667K Sell
28,361
-2,802
-9% -$64.2K 0.06% 237
2026
Q2 		$625K Sell
31,163
-40,993
-57% -$864K 0.05% 250
2026
Q1 		$1.49M Sell
72,156
-9,378
-12% -$210K 0.14% 161
2025
Q4 		$2.09M Buy
81,534
+3,293
+4% +$92.4K 0.2% 124
2025
Q3 		$2.25M Buy
78,241
+5,473
+8% +$147K 0.21% 116
2025
Q2 		$1.89M Buy
72,768
+1,030
+1% +$25.8K 0.18% 125
2025
Q1 		$1.82M Sell
71,738
-4,259
-6% -$98.4K 0.18% 129
2024
Q4 		$1.61M Sell
75,997
-9,988
-12% -$195K 0.16% 133
2024
Q3 		$1.66M Sell
85,985
-3,205
-4% -$58.4K 0.16% 138
2024
Q2 		$1.52M Sell
89,190
-2,160
-2% -$35.7K 0.16% 143
2024
Q1 		$1.57M Sell
91,350
-2,990
-3% -$55K 0.16% 138
2023
Q4 		$1.79M Buy
94,340
+39,865
+73% +$692K 0.2% 130
2023
Q3 		$898K Sell
54,475
-130
-0.2% -$2.27K 0.11% 169
2023
Q2 		$983K Buy
54,605
+650
+1% +$12.2K 0.12% 165
2023
Q1 		$978K Buy
53,955
+13,390
+33% +$232K 0.13% 164
2022
Q4 		$619K Buy
40,565
+24,180
+148% +$361K 0.08% 191
2022
Q3 		$210K Buy
+16,385
New +$263K 0.03% 258

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marks Group Wealth Management's SONY Position: Q3 2026 in Review

Marks Group Wealth Management reduced its Sony (SONY) stake by 9% in Q3 2026, selling an estimated $64.2K and leaving 28,361 shares worth $667K. The position accounts for 0.06% of the portfolio, ranked #237.

Marks Group Wealth Management first reported a position in SONY in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.25M in Q3 2025. 367 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Marks Group Wealth Management held 28,361 shares of Sony worth $667K as of Q3 2026.
  • Marks Group Wealth Management sold 2,802 Sony shares in Q3 2026, an estimated $64.2K.
  • Sony made up 0.06% of Marks Group Wealth Management's portfolio in Q3 2026, its #237 holding.
  • Marks Group Wealth Management first reported a position in Sony in Q3 2022 and has held it in 17 quarters since.
  • Marks Group Wealth Management's Sony position peaked at $2.25M in Q3 2025.
  • 367 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.