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Perigon Wealth Management’s Sony SONY Stock Holding History

Perigon Wealth 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 		$307K Sell
15,323
-937
-6% -$19.8K ﹤0.01% 1102
2026
Q1 		$337K Buy
16,260
+552
+4% +$12.4K 0.01% 973
2025
Q4 		$402K Buy
15,708
+909
+6% +$25.5K 0.01% 888
2025
Q3 		$426K Buy
14,799
+288
+2% +$7.74K 0.01% 807
2025
Q2 		$378K Buy
14,511
+135
+0.9% +$3.38K 0.01% 760
2025
Q1 		$365K Sell
14,376
-1,112
-7% -$25.7K 0.01% 737
2024
Q4 		$315K Sell
15,488
-34,387
-69% -$670K 0.01% 797
2024
Q3 		$963K Buy
49,875
+37,685
+309% +$687K 0.03% 444
2024
Q2 		$207K Sell
12,190
-2,400
-16% -$39.7K 0.01% 806
2024
Q1 		$250K Buy
14,590
+2,155
+17% +$39.6K 0.01% 730
2023
Q4 		$236K Buy
+12,435
New +$216K 0.01% 742
2021
Q1 		– Sell
-2,075
Closed -$42K – 949
2020
Q4 		$42K Buy
+2,075
New +$36.1K ﹤0.01% 800
2018
Q2 		– Sell
-2,000
Closed -$19K – 540
2018
Q1 		$19K Hold
2,000
– – 0.01% 448
2017
Q4 		$18K Hold
2,000
– – 0.01% 422
2017
Q3 		$15K Hold
2,000
– – ﹤0.01% 474
2017
Q2 		$15K Buy
+2,000
New +$14.2K ﹤0.01% 467
2017
Q1 		– Sell
-1,810
Closed -$11K – 699
2016
Q4 		$11K Sell
1,810
-1,695
-48% -$10.3K ﹤0.01% 553
2016
Q3 		$23K Buy
+3,505
New +$22.5K 0.01% 385

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

Perigon Wealth Management's SONY Position: Q2 2026 in Review

Perigon Wealth Management reduced its Sony (SONY) stake by 5.8% in Q2 2026, selling an estimated $19.8K and leaving 15,323 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Perigon Wealth Management first reported a position in SONY in Q3 2016 and has held it in 18 quarters since. The position peaked at $963K in Q3 2024. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Perigon Wealth Management held 15,323 shares of Sony worth $307K as of Q2 2026.
  • Perigon Wealth Management sold 937 Sony shares in Q2 2026, an estimated $19.8K.
  • Sony made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1102 holding.
  • Perigon Wealth Management first reported a position in Sony in Q3 2016 and has held it in 18 quarters since.
  • Perigon Wealth Management's Sony position peaked at $963K in Q3 2024.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.