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One Wealth Capital Management’s Sony SONY Stock Holding History

One Wealth Capital 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
Q2 		$479K Buy
23,855
+12,861
+117% +$271K 0.13% 112
2026
Q1 		$220K Sell
10,994
-3,700
-25% -$82.9K 0.1% 112
2025
Q4 		$376K Buy
14,694
+2,602
+22% +$73K 0.16% 83
2025
Q3 		$348K Buy
12,092
+661
+6% +$17.8K 0.16% 81
2025
Q2 		$298K Sell
11,431
-458
-4% -$11.5K 0.14% 83
2025
Q1 		$302K Sell
11,889
-56
-0.5% -$1.29K 0.16% 77
2024
Q4 		$253K Buy
+11,945
New +$233K 0.13% 85

Other funds holding SONY

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

One Wealth Capital Management's SONY Position: Q2 2026 in Review

One Wealth Capital Management increased its Sony (SONY) stake by 117% in Q2 2026, buying an estimated $271K and bringing the position to 23,855 shares worth $479K. The position accounts for 0.13% of the portfolio, ranked #112.

One Wealth Capital Management first reported a position in SONY in Q4 2024 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • One Wealth Capital Management held 23,855 shares of Sony worth $479K as of Q2 2026.
  • One Wealth Capital Management bought 12,861 Sony shares in Q2 2026, an estimated $271K.
  • Sony made up 0.13% of One Wealth Capital Management's portfolio in Q2 2026, its #112 holding.
  • One Wealth Capital Management first reported a position in Sony in Q4 2024 and has held it in 7 quarters since.
  • 281 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.