MASECO Private Wealth
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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
Q3 		$19.2K Hold
815
– – ﹤0.01% 238
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 $348B AUM 26.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MASECO Private Wealth's SONY Position: Q3 2026 in Review

MASECO Private Wealth held its Sony (SONY) position steady in Q3 2026 at 815 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

MASECO Private Wealth first reported a position in SONY in Q4 2025 and has held it in 4 quarters since. 629 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • MASECO Private Wealth held 815 shares of Sony worth $19.2K as of Q3 2026.
  • MASECO Private Wealth left its Sony share count unchanged in Q3 2026.
  • Sony made up ﹤0.01% of MASECO Private Wealth's portfolio in Q3 2026, its #238 holding.
  • MASECO Private Wealth first reported a position in Sony in Q4 2025 and has held it in 4 quarters since.
  • 629 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.