N.E.W. Advisory Services’s Sony SONY Stock Holding History

N.E.W. Advisory Services’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	$502	Buy	+25	New	+$527	﹤0.01%	980
2026 Q1	–	Sell	-20	Closed	-$512	–	950
2025 Q4	$512	Hold	20	–	–	﹤0.01%	892
2025 Q3	$576	Hold	20	–	–	﹤0.01%	836
2025 Q2	$521	Sell	20 -20	-50%	-$500	﹤0.01%	839
2025 Q1	$1.02K	Buy	+40	New	+$924	﹤0.01%	856

Other funds holding SONY

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 New York $6.73T AUM 46.02% 1-Year Est. Return

CGH

Contrarius Group Holdings Hamilton, Bermuda $2.17B AUM 134.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

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

N.E.W. Advisory Services's SONY Position: Q2 2026 in Review

N.E.W. Advisory Services opened a new position in Sony (SONY) in Q2 2026: 25 shares worth $502. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: N.E.W. Advisory Services previously reported a position in SONY as recently as Q4 2025.

N.E.W. Advisory Services first reported a position in SONY in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.02K in Q1 2025. 477 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

N.E.W. Advisory Services held 25 shares of Sony worth $502 as of Q2 2026.
Sony was a new N.E.W. Advisory Services position in Q2 2026.
Sony made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #980 holding.
N.E.W. Advisory Services first reported a position in Sony in Q1 2025 and has held it in 5 quarters since.
N.E.W. Advisory Services's Sony position peaked at $1.02K in Q1 2025.
477 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.