TrueNorth Wealth & Impact, LLC’s Sony SONY Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$212K	Buy	+9,015	New	+$207K	0.08%	170

Other funds holding SONY

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

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's SONY Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Sony (SONY) in Q3 2026: 9,015 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #170 among its holdings.

629 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 9,015 shares of Sony worth $212K as of Q3 2026.
Sony was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Sony made up 0.08% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #170 holding.
629 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.