NWS
SONY icon

Nvest Wealth Strategies’s Sony SONY Stock Holding History

Nvest Wealth Strategies’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 		$342 Hold
17
– – ﹤0.01% 319
2026
Q1 		$352 Buy
+17
New +$381 ﹤0.01% 331

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

Nvest Wealth Strategies's SONY Position: Q2 2026 in Review

Nvest Wealth Strategies held its Sony (SONY) position steady in Q2 2026 at 17 shares worth $342. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Nvest Wealth Strategies first reported a position in SONY in Q1 2026 and has held it in 2 quarters since. The position peaked at $352 in Q1 2026. 414 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Nvest Wealth Strategies held 17 shares of Sony worth $342 as of Q2 2026.
  • Nvest Wealth Strategies left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #319 holding.
  • Nvest Wealth Strategies first reported a position in Sony in Q1 2026 and has held it in 2 quarters since.
  • Nvest Wealth Strategies's Sony position peaked at $352 in Q1 2026.
  • 414 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.