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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
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

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Portside Wealth Group's SONY Position: Q2 2026 in Review

Portside Wealth Group reduced its Sony (SONY) stake by 24% in Q2 2026, selling an estimated $169K and leaving 26,025 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #294.

Portside Wealth Group first reported a position in SONY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.22M in Q4 2025. 119 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Portside Wealth Group held 26,025 shares of Sony worth $522K as of Q2 2026.
  • Portside Wealth Group sold 8,029 Sony shares in Q2 2026, an estimated $169K.
  • Sony made up 0.06% of Portside Wealth Group's portfolio in Q2 2026, its #294 holding.
  • Portside Wealth Group first reported a position in Sony in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Sony position peaked at $1.22M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.