SOA Wealth Advisors’s Sony SONY Stock Holding History

SOA Wealth 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	$6.15K	Buy	+6,147	New	+$130K	﹤0.01%	680
2025 Q3	–	Sell	-138	Closed	-$3.59K	–	925
2025 Q2	$3.59K	Sell	138 -480	-78%	-$12K	﹤0.01%	674
2025 Q1	$15.7K	Sell	618 -2,599	-81%	-$60.1K	﹤0.01%	509
2024 Q4	$68.1K	Buy	3,217 +3,027	+1,593%	+$59K	0.01%	290
2024 Q3	$3.67K	Hold	190	–	–	﹤0.01%	628
2024 Q2	$3.23K	Hold	190	–	–	﹤0.01%	641
2024 Q1	$3.26K	Hold	190	–	–	﹤0.01%	654
2023 Q4	$3.6K	Hold	190	–	–	﹤0.01%	636
2023 Q3	$3.13K	Hold	190	–	–	﹤0.01%	668
2023 Q2	$3.42K	Hold	190	–	–	﹤0.01%	664
2023 Q1	$3.44K	Hold	190	–	–	﹤0.01%	667
2022 Q4	$2.9K	Hold	190	–	–	﹤0.01%	695
2022 Q3	$2K	Hold	190	–	–	﹤0.01%	729
2022 Q2	$3K	Hold	190	–	–	﹤0.01%	662
2022 Q1	$3K	Hold	190	–	–	﹤0.01%	768
2021 Q4	$4K	Hold	190	–	–	﹤0.01%	706
2021 Q3	$4K	Hold	190	–	–	﹤0.01%	724
2021 Q2	$3K	Hold	190	–	–	﹤0.01%	739
2021 Q1	$4K	Hold	190	–	–	﹤0.01%	656
2020 Q4	$4K	Buy	+190	New	+$3.3K	﹤0.01%	645

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

SOA Wealth Advisors's SONY Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Sony (SONY) in Q2 2026: 6,147 shares worth $6.15K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in SONY as recently as Q2 2025.

SOA Wealth Advisors first reported a position in SONY in Q4 2020 and has held it in 20 quarters since. The position peaked at $68.1K in Q4 2024. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

SOA Wealth Advisors held 6,147 shares of Sony worth $6.15K as of Q2 2026.
Sony was a new SOA Wealth Advisors position in Q2 2026.
Sony made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #680 holding.
SOA Wealth Advisors first reported a position in Sony in Q4 2020 and has held it in 20 quarters since.
SOA Wealth Advisors's Sony position peaked at $68.1K in Q4 2024.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.