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Resonant Capital Advisors’s Sony SONY Stock Holding History

Resonant Capital 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 		$395K Sell
19,668
-2,147
-10% -$45.3K 0.02% 353
2026
Q1 		$452K Buy
21,815
+9,625
+79% +$216K 0.02% 284
2025
Q4 		$312K Sell
12,190
-2,382
-16% -$66.9K 0.02% 332
2025
Q3 		$420K Buy
14,572
+1,660
+13% +$44.6K 0.02% 271
2025
Q2 		$336K Buy
12,912
+779
+6% +$19.5K 0.02% 311
2025
Q1 		$308K Buy
+12,133
New +$280K 0.02% 281
2024
Q3 		– Sell
-16,085
Closed -$273K – 366
2024
Q2 		$273K Buy
16,085
+735
+5% +$12.2K 0.02% 283
2024
Q1 		$263K Buy
15,350
+1,110
+8% +$20.4K 0.02% 287
2023
Q4 		$270K Sell
14,240
-5,660
-28% -$98.2K 0.03% 252
2023
Q3 		$328K Buy
19,900
+250
+1% +$4.36K 0.04% 208
2023
Q2 		$354K Sell
19,650
-2,500
-11% -$46.9K 0.04% 193
2023
Q1 		$402K Sell
22,150
-10
-0% -$173 0.05% 177
2022
Q4 		$338K Sell
22,160
-155
-0.7% -$2.31K 0.04% 197
2022
Q3 		$286K Hold
22,315
– – 0.04% 191
2022
Q2 		$365K Buy
22,315
+165
+0.7% +$2.92K 0.06% 174
2022
Q1 		$456K Sell
22,150
-2,800
-11% -$60.9K 0.07% 144
2021
Q4 		$631K Sell
24,950
-700
-3% -$16.7K 0.09% 121
2021
Q3 		$567K Buy
25,650
+10,650
+71% +$223K 0.1% 116
2021
Q2 		$292K Sell
15,000
-5,135
-26% -$104K 0.06% 155
2021
Q1 		$427K Sell
20,135
-5,000
-20% -$106K 0.09% 119
2020
Q4 		$508K Hold
25,135
– – 0.12% 104
2020
Q3 		$386K Sell
25,135
-5,080
-17% -$79K 0.11% 107
2020
Q2 		$418K Hold
30,215
– – 0.12% 116
2020
Q1 		$358K Sell
30,215
-10,270
-25% -$135K 0.13% 150
2019
Q4 		$551K Buy
+40,485
New +$505K 0.17% 137

Other funds holding SONY

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Resonant Capital Advisors's SONY Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Sony (SONY) stake by 9.8% in Q2 2026, selling an estimated $45.3K and leaving 19,668 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #353.

Resonant Capital Advisors first reported a position in SONY in Q4 2019 and has held it in 25 quarters since. The position peaked at $631K in Q4 2021. 305 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Resonant Capital Advisors held 19,668 shares of Sony worth $395K as of Q2 2026.
  • Resonant Capital Advisors sold 2,147 Sony shares in Q2 2026, an estimated $45.3K.
  • Sony made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #353 holding.
  • Resonant Capital Advisors first reported a position in Sony in Q4 2019 and has held it in 25 quarters since.
  • Resonant Capital Advisors's Sony position peaked at $631K in Q4 2021.
  • 305 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.