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Mission Wealth Management’s Sony SONY Stock Holding History

Mission 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
Q2 		$567K Buy
28,286
+1,868
+7% +$39.4K 0.01% 645
2026
Q1 		$547K Sell
26,418
-398
-1% -$8.92K 0.01% 472
2025
Q4 		$686K Sell
26,816
-1,165
-4% -$32.7K 0.01% 413
2025
Q3 		$806K Sell
27,981
-10,037
-26% -$270K 0.02% 380
2025
Q2 		$990K Buy
38,018
+3,292
+9% +$82.4K 0.02% 330
2025
Q1 		$882K Sell
34,726
-2,358
-6% -$54.5K 0.02% 333
2024
Q4 		$785K Sell
37,084
-25,746
-41% -$501K 0.02% 334
2024
Q3 		$1.21M Buy
62,830
+37,495
+148% +$683K 0.03% 251
2024
Q2 		$430K Buy
25,335
+2,590
+11% +$42.8K 0.01% 444
2024
Q1 		$390K Sell
22,745
-19,705
-46% -$362K 0.01% 494
2023
Q4 		$804K Buy
42,450
+2,195
+5% +$38.1K 0.03% 281
2023
Q3 		$663K Sell
40,255
-490
-1% -$8.55K 0.02% 293
2023
Q2 		$734K Buy
40,745
+1,715
+4% +$32.2K 0.03% 277
2023
Q1 		$708K Buy
39,030
+1,035
+3% +$17.9K 0.03% 282
2022
Q4 		$580K Buy
37,995
+2,220
+6% +$33.2K 0.03% 292
2022
Q3 		$458K Buy
35,775
+3,665
+11% +$58.7K 0.02% 305
2022
Q2 		$525K Buy
32,110
+5,485
+21% +$97.2K 0.03% 287
2022
Q1 		$547K Buy
26,625
+2,350
+10% +$51.1K 0.03% 295
2021
Q4 		$614K Buy
24,275
+2,295
+10% +$54.6K 0.03% 271
2021
Q3 		$486K Sell
21,980
-470
-2% -$9.84K 0.02% 292
2021
Q2 		$437K Buy
22,450
+235
+1% +$4.76K 0.02% 311
2021
Q1 		$471K Buy
22,215
+4,235
+24% +$89.4K 0.03% 267
2020
Q4 		$364K Buy
+17,980
New +$313K 0.02% 305

Other funds holding SONY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mission Wealth Management's SONY Position: Q2 2026 in Review

Mission Wealth Management increased its Sony (SONY) stake by 7.1% in Q2 2026, buying an estimated $39.4K and bringing the position to 28,286 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #645.

Mission Wealth Management first reported a position in SONY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.21M in Q3 2024. 119 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Mission Wealth Management held 28,286 shares of Sony worth $567K as of Q2 2026.
  • Mission Wealth Management bought 1,868 Sony shares in Q2 2026, an estimated $39.4K.
  • Sony made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #645 holding.
  • Mission Wealth Management first reported a position in Sony in Q4 2020 and has held it in 23 quarters since.
  • Mission Wealth Management's Sony position peaked at $1.21M in Q3 2024.
  • 119 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.