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NewEdge Wealth’s Sony SONY Stock Holding History

NewEdge Wealth’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 		$3.88M Buy
193,607
+7,146
+4% +$151K 0.04% 296
2026
Q1 		$3.86M Buy
186,461
+13,348
+8% +$299K 0.05% 276
2025
Q4 		$4.43M Buy
173,113
+27,122
+19% +$761K 0.05% 257
2025
Q3 		$4.1M Buy
145,991
+7,611
+6% +$205K 0.06% 241
2025
Q2 		$3.6M Buy
138,380
+36,959
+36% +$925K 0.06% 258
2025
Q1 		$2.58M Sell
101,421
-1,078
-1% -$24.9K 0.05% 301
2024
Q4 		$2.17M Sell
102,499
-3,821
-4% -$74.4K 0.04% 335
2024
Q3 		$2.05M Buy
106,320
+8,175
+8% +$149K 0.04% 341
2024
Q2 		$1.67M Sell
98,145
-4,230
-4% -$69.9K 0.04% 349
2024
Q1 		$1.72M Buy
102,375
+5,330
+5% +$98K 0.04% 350
2023
Q4 		$1.84M Sell
97,045
-160
-0.2% -$2.78K 0.05% 311
2023
Q3 		$1.6M Buy
97,205
+410
+0.4% +$7.16K 0.05% 296
2023
Q2 		$1.74M Sell
96,795
-6,950
-7% -$130K 0.06% 276
2023
Q1 		$1.88M Buy
103,745
+7,775
+8% +$135K 0.07% 229
2022
Q4 		$1.46M Buy
95,970
+2,170
+2% +$32.4K 0.06% 246
2022
Q3 		$1.2M Buy
93,800
+9,460
+11% +$152K 0.06% 253
2022
Q2 		$1.38M Buy
84,340
+47,915
+132% +$849K 0.06% 242
2022
Q1 		$748K Buy
36,425
+23,540
+183% +$512K 0.03% 253
2021
Q4 		$326K Buy
+12,885
New +$307K 0.01% 332

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

NewEdge Wealth's SONY Position: Q2 2026 in Review

NewEdge Wealth increased its Sony (SONY) stake by 3.8% in Q2 2026, buying an estimated $151K and bringing the position to 193,607 shares worth $3.88M. The position accounts for 0.04% of the portfolio, ranked #296.

NewEdge Wealth first reported a position in SONY in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.43M in Q4 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • NewEdge Wealth held 193,607 shares of Sony worth $3.88M as of Q2 2026.
  • NewEdge Wealth bought 7,146 Sony shares in Q2 2026, an estimated $151K.
  • Sony made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #296 holding.
  • NewEdge Wealth first reported a position in Sony in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's Sony position peaked at $4.43M in Q4 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.