Modern Wealth Management’s Sony SONY Stock Holding History

Modern 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 Q1	–	Sell	-8,104	Closed	-$207K	–	935
2025 Q4	$207K	Buy	+8,104	New	+$228K	﹤0.01%	801

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Modern Wealth Management's SONY Position: Q1 2026 in Review

Modern Wealth Management sold out of Sony (SONY) in Q1 2026, closing a stake of 8,104 shares — an estimated $207K sold.

Modern Wealth Management first reported a position in SONY in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Modern Wealth Management reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 8,104 Sony shares in Q1 2026, an estimated $207K.
Modern Wealth Management first reported a position in Sony in Q4 2025 and held it in 1 quarter.
Modern Wealth Management's Sony position peaked at $207K in Q4 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.