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MASECO Private Wealth’s Sony SONY Stock Holding History

MASECO 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 		$16.3K Buy
815
+163
+25% +$3.44K ﹤0.01% 225
2026
Q1 		$13.5K Buy
652
+403
+162% +$9.03K ﹤0.01% 227
2025
Q4 		$6.37K Buy
+249
New +$6.99K ﹤0.01% 410

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

MASECO Private Wealth's SONY Position: Q2 2026 in Review

MASECO Private Wealth increased its Sony (SONY) stake by 25% in Q2 2026, buying an estimated $3.44K and bringing the position to 815 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

MASECO Private Wealth first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • MASECO Private Wealth held 815 shares of Sony worth $16.3K as of Q2 2026.
  • MASECO Private Wealth bought 163 Sony shares in Q2 2026, an estimated $3.44K.
  • Sony made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #225 holding.
  • MASECO Private Wealth first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.