OWA
SONY icon

One Wealth Advisors’s Sony SONY Stock Holding History

One Wealth Advisors’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 		$559K Sell
27,891
-105
-0.4% -$2.21K 0.06% 166
2026
Q1 		$580K Buy
27,996
+154
+0.6% +$3.45K 0.07% 153
2025
Q4 		$713K Buy
27,842
+7
+0% +$197 0.09% 125
2025
Q3 		$801K Sell
27,835
-6,487
-19% -$174K 0.1% 114
2025
Q2 		$893K Sell
34,322
-78
-0.2% -$1.95K 0.12% 99
2025
Q1 		$873K Sell
34,400
-75
-0.2% -$1.73K 0.13% 101
2024
Q4 		$729K Buy
34,475
+65
+0.2% +$1.27K 0.11% 99
2024
Q3 		$665K Sell
34,410
-135
-0.4% -$2.46K 0.1% 106
2024
Q2 		$583K Buy
34,545
+940
+3% +$15.5K 0.13% 91
2024
Q1 		$576K Buy
33,605
+7,030
+26% +$129K 0.1% 114
2023
Q4 		$503K Buy
+26,575
New +$461K 0.1% 106
2023
Q1 		– Sell
-3,005
Closed -$45.8K – 536
2022
Q4 		$45.8K Buy
+3,005
New +$44.9K 0.01% 430
2019
Q2 		– Sell
-830
Closed -$7K – 423
2019
Q1 		$7K Buy
+830
New +$7.77K 0.01% 345
2018
Q4 		– Sell
-610
Closed -$7K – 417
2018
Q3 		$7K Buy
610
+120
+24% +$1.32K 0.01% 364
2018
Q2 		$5K Hold
490
– – ﹤0.01% 401
2018
Q1 		$5K Hold
490
– – ﹤0.01% 376
2017
Q4 		$5K Buy
+490
New +$4.21K ﹤0.01% 420

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

One Wealth Advisors's SONY Position: Q2 2026 in Review

One Wealth Advisors reduced its Sony (SONY) stake by 0.38% in Q2 2026, selling an estimated $2.21K and leaving 27,891 shares worth $559K. The position accounts for 0.06% of the portfolio, ranked #166.

One Wealth Advisors first reported a position in SONY in Q4 2017 and has held it in 17 quarters since. The position peaked at $893K in Q2 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • One Wealth Advisors held 27,891 shares of Sony worth $559K as of Q2 2026.
  • One Wealth Advisors sold 105 Sony shares in Q2 2026, an estimated $2.21K.
  • Sony made up 0.06% of One Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • One Wealth Advisors first reported a position in Sony in Q4 2017 and has held it in 17 quarters since.
  • One Wealth Advisors's Sony position peaked at $893K in Q2 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.