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Opal Wealth Advisors’s Sony SONY Stock Holding History

Opal 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 		– Sell
-1,139
Closed -$23.6K – 528
2026
Q1 		$23.6K Buy
+1,139
New +$25.5K 0.01% 564
2025
Q3 		– Sell
-2,655
Closed -$69.1K – 492
2025
Q2 		$69.1K Buy
+2,655
New +$66.4K 0.02% 325
2024
Q3 		– Sell
-950
Closed -$16.1K – 1016
2024
Q2 		$16.1K Buy
+950
New +$15.7K 0.01% 564
2021
Q2 		– Sell
-10,000
Closed -$212K – 91
2021
Q1 		$212K Hold
10,000
– – 0.23% 77
2020
Q4 		$202K Buy
+10,000
New +$174K 0.25% 70

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

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

Opal Wealth Advisors sold out of Sony (SONY) in Q2 2026, closing a stake of 1,139 shares — an estimated $23.6K sold.

Opal Wealth Advisors first reported a position in SONY in Q4 2020 and held it in 5 quarters. The position peaked at $212K in Q1 2021. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,139 Sony shares in Q2 2026, an estimated $23.6K.
  • Opal Wealth Advisors first reported a position in Sony in Q4 2020 and held it in 5 quarters.
  • Opal Wealth Advisors's Sony position peaked at $212K in Q1 2021.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.