Portside Wealth Group’s Sony SONY Stock Holding History

Portside Wealth Group’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 Q3	$583K	Sell	24,759 -1,266	-5%	-$29K	0.06%	281
2026 Q2	$522K	Sell	26,025 -8,029	-24%	-$169K	0.06%	294
2026 Q1	$705K	Sell	34,054 -13,467	-28%	-$302K	0.1%	209
2025 Q4	$1.22M	Buy	47,521 +6,324	+15%	+$178K	0.16%	141
2025 Q3	$1.19M	Sell	41,197 -1,427	-3%	-$38.4K	0.16%	144
2025 Q2	$1.11M	Buy	42,624 +509	+1%	+$12.7K	0.16%	138
2025 Q1	$1.07M	Sell	42,115 -43	-0.1%	-$994	0.17%	131
2024 Q4	$892K	Buy	42,158 +10,453	+33%	+$204K	0.15%	151
2024 Q3	$612K	Sell	31,705 -210	-0.7%	-$3.83K	0.1%	202
2024 Q2	$542K	Sell	31,915 -7,715	-19%	-$128K	0.1%	196
2024 Q1	$680K	Buy	39,630 +1,025	+3%	+$18.8K	0.13%	176
2023 Q4	$731K	Sell	38,605 -335	-0.9%	-$5.81K	0.14%	168
2023 Q3	$643K	Buy	38,940 +1,295	+3%	+$22.6K	0.12%	163
2023 Q2	$678K	Buy	+37,645	New	+$706K	0.13%	167

Other funds holding SONY

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Portside Wealth Group's SONY Position: Q3 2026 in Review

Portside Wealth Group reduced its Sony (SONY) stake by 4.9% in Q3 2026, selling an estimated $29K and leaving 24,759 shares worth $583K. The position accounts for 0.06% of the portfolio, ranked #281.

Portside Wealth Group first reported a position in SONY in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.22M in Q4 2025. 402 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

Portside Wealth Group held 24,759 shares of Sony worth $583K as of Q3 2026.
Portside Wealth Group sold 1,266 Sony shares in Q3 2026, an estimated $29K.
Sony made up 0.06% of Portside Wealth Group's portfolio in Q3 2026, its #281 holding.
Portside Wealth Group first reported a position in Sony in Q2 2023 and has held it in 14 quarters since.
Portside Wealth Group's Sony position peaked at $1.22M in Q4 2025.
402 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.