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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
Q2 		$10.4K Buy
517
+7
+1% +$148 ﹤0.01% 967
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 $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

SHP Wealth Management's SONY Position: Q2 2026 in Review

SHP Wealth Management increased its Sony (SONY) stake by 1.4% in Q2 2026, buying an estimated $148 and bringing the position to 517 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

SHP Wealth Management first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.4K in Q4 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • SHP Wealth Management held 517 shares of Sony worth $10.4K as of Q2 2026.
  • SHP Wealth Management bought 7 Sony shares in Q2 2026, an estimated $148.
  • Sony made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #967 holding.
  • SHP Wealth Management first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Sony position peaked at $33.4K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

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