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Measured Wealth Private Client Group’s Sony SONY Stock Holding History

Measured Wealth Private Client Group’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 		$22.8K Hold
1,135
– – 0.01% 463
2026
Q1 		$23.5K Hold
1,135
– – 0.01% 434
2025
Q4 		$29.1K Hold
1,135
– – 0.01% 399
2025
Q3 		$32.7K Buy
+1,135
New +$30.5K 0.01% 372

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

Measured Wealth Private Client Group's SONY Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Sony (SONY) position steady in Q2 2026 at 1,135 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #463.

Measured Wealth Private Client Group first reported a position in SONY in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.7K in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Measured Wealth Private Client Group held 1,135 shares of Sony worth $22.8K as of Q2 2026.
  • Measured Wealth Private Client Group left its Sony share count unchanged in Q2 2026.
  • Sony made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #463 holding.
  • Measured Wealth Private Client Group first reported a position in Sony in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Sony position peaked at $32.7K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.