Pictet North America Advisors’s Sony SONY Stock Holding History

Pictet North America 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	$33.8M	Buy	1,684,567 +99,937	+6%	+$2.11M	2.98%	7
2026 Q1	$32.8M	Buy	1,584,630 +47,594	+3%	+$1.07M	3.26%	5
2025 Q4	$39.3M	Buy	1,537,036 +27,945	+2%	+$785K	3.74%	6
2025 Q3	$43.4M	Buy	1,509,091 +59,181	+4%	+$1.59M	4.07%	6
2025 Q2	$37.7M	Buy	1,449,910 +134,373	+10%	+$3.36M	3.79%	6
2025 Q1	$33.4M	Buy	1,315,537 +258,133	+24%	+$5.96M	3.34%	6
2024 Q4	$22.4M	Sell	1,057,404 -162,471	-13%	-$3.16M	2.13%	10
2024 Q3	$23.6M	Buy	1,219,875 +198,440	+19%	+$3.62M	2.33%	10
2024 Q2	$17.4M	Sell	1,021,435 -69,210	-6%	-$1.14M	1.88%	13
2024 Q1	$18.7M	Buy	+1,090,645	New	+$20M	2.09%	14

Other funds holding SONY

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Pictet North America Advisors's SONY Position: Q2 2026 in Review

Pictet North America Advisors increased its Sony (SONY) stake by 6.3% in Q2 2026, buying an estimated $2.11M and bringing the position to 1,684,567 shares worth $33.8M. The position accounts for 2.98% of the portfolio, ranked #7.

Pictet North America Advisors first reported a position in SONY in Q1 2024 and has held it in 10 quarters since. The position peaked at $43.4M in Q3 2025. 256 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Pictet North America Advisors held 1,684,567 shares of Sony worth $33.8M as of Q2 2026.
Pictet North America Advisors bought 99,937 Sony shares in Q2 2026, an estimated $2.11M.
Sony made up 2.98% of Pictet North America Advisors's portfolio in Q2 2026, its #7 holding.
Pictet North America Advisors first reported a position in Sony in Q1 2024 and has held it in 10 quarters since.
Pictet North America Advisors's Sony position peaked at $43.4M in Q3 2025.
256 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.