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Spire Wealth Management’s Sony SONY Stock Holding History

Spire 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 		$13.5K Hold
675
– – ﹤0.01% 1552
2026
Q1 		$14K Sell
675
-13
-2% -$291 ﹤0.01% 1528
2025
Q4 		$17.6K Sell
688
-4,226
-86% -$119K ﹤0.01% 1528
2025
Q3 		$141K Sell
4,914
-4,465
-48% -$120K ﹤0.01% 883
2025
Q2 		$244K Buy
9,379
+4,504
+92% +$113K 0.01% 712
2025
Q1 		$124K Sell
4,875
-870
-15% -$20.1K ﹤0.01% 962
2024
Q4 		$122K Buy
5,745
+870
+18% +$16.9K ﹤0.01% 970
2024
Q3 		$94.2K Hold
4,875
– – ﹤0.01% 929
2024
Q2 		$82.8K Buy
4,875
+4,325
+786% +$71.5K ﹤0.01% 957
2024
Q1 		$9.43K Sell
550
-5,200
-90% -$95.6K ﹤0.01% 1731
2023
Q4 		$114K Sell
5,750
-835
-13% -$14.5K ﹤0.01% 958
2023
Q3 		$109K Sell
6,585
-1,750
-21% -$30.5K ﹤0.01% 930
2023
Q2 		$150K Buy
8,335
+490
+6% +$9.19K 0.01% 820
2023
Q1 		$142K Buy
7,845
+4,295
+121% +$74.4K 0.01% 844
2022
Q4 		$54K Buy
3,550
+1,845
+108% +$27.6K ﹤0.01% 965
2022
Q3 		$22K Sell
1,705
-8,785
-84% -$141K ﹤0.01% 1301
2022
Q2 		$172K Buy
10,490
+6,685
+176% +$118K 0.01% 819
2022
Q1 		$78K Sell
3,805
-6,000
-61% -$130K ﹤0.01% 1269
2021
Q4 		$248K Buy
9,805
+7,430
+313% +$177K 0.01% 1004
2021
Q3 		$53K Hold
2,375
– – ﹤0.01% 1455
2021
Q2 		$46K Sell
2,375
-7,635
-76% -$155K ﹤0.01% 1517
2021
Q1 		$161K Buy
+10,010
New +$211K ﹤0.01% 1165

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

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

Spire Wealth Management held its Sony (SONY) position steady in Q2 2026 at 675 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Spire Wealth Management first reported a position in SONY in Q1 2021 and has held it in 22 quarters since. The position peaked at $248K in Q4 2021. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Spire Wealth Management held 675 shares of Sony worth $13.5K as of Q2 2026.
  • Spire Wealth Management left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1552 holding.
  • Spire Wealth Management first reported a position in Sony in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Sony position peaked at $248K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.