MWM
SONY icon

Mosley Wealth Management’s Sony SONY Stock Holding History

Mosley 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 		$682 Buy
+34
New +$717 ﹤0.01% 607

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Sony (SONY) in Q2 2026: 34 shares worth $682. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings.

414 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Mosley Wealth Management held 34 shares of Sony worth $682 as of Q2 2026.
  • Sony was a new Mosley Wealth Management position in Q2 2026.
  • Sony made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #607 holding.
  • 414 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.