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Pitcairn Wealth Advisors’s Sony SONY Stock Holding History

Pitcairn 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 		$506K Sell
25,213
-263
-1% -$5.54K 0.06% 180
2026
Q1 		$652K Buy
25,476
+6,976
+38% +$156K 0.06% 142
2025
Q4 		$474K Buy
+18,500
New +$519K 0.04% 188

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

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

Pitcairn Wealth Advisors reduced its Sony (SONY) stake by 1% in Q2 2026, selling an estimated $5.54K and leaving 25,213 shares worth $506K. The position accounts for 0.06% of the portfolio, ranked #180.

Pitcairn Wealth Advisors first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $652K in Q1 2026. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Pitcairn Wealth Advisors held 25,213 shares of Sony worth $506K as of Q2 2026.
  • Pitcairn Wealth Advisors sold 263 Sony shares in Q2 2026, an estimated $5.54K.
  • Sony made up 0.06% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Pitcairn Wealth Advisors first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • Pitcairn Wealth Advisors's Sony position peaked at $652K in Q1 2026.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.