Sagespring Wealth Partners’s Sony SONY Stock Holding History

Sagespring Wealth Partners’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	$542K	Sell	27,014 -4,752	-15%	-$100K	0.01%	508
2026 Q1	$658K	Sell	31,766 -12,662	-29%	-$284K	0.01%	432
2025 Q4	$1.14M	Buy	44,428 +3,061	+7%	+$85.9K	0.02%	286
2025 Q3	$1.19M	Sell	41,367 -296	-0.7%	-$7.96K	0.02%	271
2025 Q2	$1.08M	Buy	41,663 +11,209	+37%	+$280K	0.02%	272
2025 Q1	$773K	Buy	30,454 +8,250	+37%	+$191K	0.02%	290
2024 Q4	$470K	Buy	+22,204	New	+$432K	0.01%	363

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

Sagespring Wealth Partners's SONY Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Sony (SONY) stake by 15% in Q2 2026, selling an estimated $100K and leaving 27,014 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #508.

Sagespring Wealth Partners first reported a position in SONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 741 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Sagespring Wealth Partners held 27,014 shares of Sony worth $542K as of Q2 2026.
Sagespring Wealth Partners sold 4,752 Sony shares in Q2 2026, an estimated $100K.
Sony made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #508 holding.
Sagespring Wealth Partners first reported a position in Sony in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Sony position peaked at $1.19M in Q3 2025.
741 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.