Private Wealth Asset Management’s Sony SONY Stock Holding History

Private Wealth Asset Management’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	$2.01K	Hold	100	–	–	﹤0.01%	857
2026 Q1	$2.07K	Hold	100	–	–	﹤0.01%	844
2025 Q4	$2.56K	Hold	100	–	–	﹤0.01%	817
2025 Q3	$2.88K	Hold	100	–	–	﹤0.01%	793
2025 Q2	$2.6K	Hold	100	–	–	﹤0.01%	807
2025 Q1	$2.54K	Buy	+100	New	+$2.31K	﹤0.01%	779

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

Private Wealth Asset Management's SONY Position: Q2 2026 in Review

Private Wealth Asset Management held its Sony (SONY) position steady in Q2 2026 at 100 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Private Wealth Asset Management first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.88K in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Private Wealth Asset Management held 100 shares of Sony worth $2.01K as of Q2 2026.
Private Wealth Asset Management left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #857 holding.
Private Wealth Asset Management first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Sony position peaked at $2.88K in Q3 2025.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.