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SHP Wealth Management’s Sony SONY Stock Holding History

SHP Wealth 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
Q1 		$10.6K Sell
510
-795
-61% -$17.8K ﹤0.01% 888
2025
Q4 		$33.4K Buy
+1,305
New +$36.6K ﹤0.01% 575

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SHP Wealth Management's SONY Position: Q1 2026 in Review

SHP Wealth Management reduced its Sony (SONY) stake by 61% in Q1 2026, selling an estimated $17.8K and leaving 510 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

SHP Wealth Management first reported a position in SONY in Q4 2025 and has held it in 2 quarters since. The position peaked at $33.4K in Q4 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • SHP Wealth Management held 510 shares of Sony worth $10.6K as of Q1 2026.
  • SHP Wealth Management sold 795 Sony shares in Q1 2026, an estimated $17.8K.
  • Sony made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #888 holding.
  • SHP Wealth Management first reported a position in Sony in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Sony position peaked at $33.4K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.