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Physician Wealth Advisors’s Sony SONY Stock Holding History

Physician 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 		$28K Sell
1,397
-209
-13% -$4.41K ﹤0.01% 573
2026
Q1 		$33.2K Buy
1,606
+140
+10% +$3.14K ﹤0.01% 494
2025
Q4 		$37.5K Buy
1,466
+73
+5% +$2.05K 0.01% 442
2025
Q3 		$40.1K Buy
1,393
+17
+1% +$457 0.01% 409
2025
Q2 		$35.8K Buy
1,376
+187
+16% +$4.68K 0.01% 397
2025
Q1 		$30.2K Sell
1,189
-269
-18% -$6.22K 0.01% 419
2024
Q4 		$30.9K Buy
+1,458
New +$28.4K 0.01% 420

Other funds holding SONY

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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

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

Physician Wealth Advisors reduced its Sony (SONY) stake by 13% in Q2 2026, selling an estimated $4.41K and leaving 1,397 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Physician Wealth Advisors first reported a position in SONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.1K in Q3 2025. 305 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Physician Wealth Advisors held 1,397 shares of Sony worth $28K as of Q2 2026.
  • Physician Wealth Advisors sold 209 Sony shares in Q2 2026, an estimated $4.41K.
  • Sony made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #573 holding.
  • Physician Wealth Advisors first reported a position in Sony in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Sony position peaked at $40.1K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Sony as of Q2 2026.

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