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Navigoe Wealth Management’s Sony SONY Stock Holding History

Navigoe 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
-682
Closed -$17K – 259
2025
Q4 		$17K Hold
682
– – 0.01% 117
2025
Q3 		$19K Buy
+682
New +$18.3K 0.01% 110

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Navigoe Wealth Management sold out of Sony (SONY) in Q1 2026, closing a stake of 682 shares — an estimated $17K sold.

Navigoe Wealth Management first reported a position in SONY in Q3 2025 and held it in 2 quarters. The position peaked at $19K in Q3 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Navigoe Wealth Management reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Navigoe Wealth Management sold 682 Sony shares in Q1 2026, an estimated $17K.
  • Navigoe Wealth Management first reported a position in Sony in Q3 2025 and held it in 2 quarters.
  • Navigoe Wealth Management's Sony position peaked at $19K in Q3 2025.
  • 736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.