Principia Wealth Advisory’s Sony SONY Stock Holding History

Principia Wealth Advisory’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	$6.92K	Sell	345 -89	-21%	-$1.88K	﹤0.01%	297
2026 Q1	$8.98K	Buy	434 +85	+24%	+$1.91K	0.01%	219
2025 Q4	$8.93K	Buy	349 +42	+14%	+$1.18K	0.01%	212
2025 Q3	$8.84K	Buy	307 +181	+144%	+$4.87K	0.01%	216
2025 Q2	$3.28K	Buy	+126	New	+$3.15K	﹤0.01%	295

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Principia Wealth Advisory's SONY Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Sony (SONY) stake by 21% in Q2 2026, selling an estimated $1.88K and leaving 345 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Principia Wealth Advisory first reported a position in SONY in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.98K in Q1 2026. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Principia Wealth Advisory held 345 shares of Sony worth $6.92K as of Q2 2026.
Principia Wealth Advisory sold 89 Sony shares in Q2 2026, an estimated $1.88K.
Sony made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #297 holding.
Principia Wealth Advisory first reported a position in Sony in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Sony position peaked at $8.98K in Q1 2026.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.