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Strategic Wealth Partners’s Sony SONY Stock Holding History

Strategic 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 		$16.3K Buy
811
+338
+71% +$7.13K ﹤0.01% 806
2026
Q1 		$9.79K Hold
473
– – ﹤0.01% 897
2025
Q4 		$12.1K Hold
473
– – ﹤0.01% 836
2025
Q3 		$13.6K Buy
473
+103
+28% +$2.77K ﹤0.01% 827
2025
Q2 		$9.63K Buy
+370
New +$9.26K ﹤0.01% 792

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

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

Strategic Wealth Partners increased its Sony (SONY) stake by 71% in Q2 2026, buying an estimated $7.13K and bringing the position to 811 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Strategic Wealth Partners first reported a position in SONY in Q2 2025 and has held it in 5 quarters since. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Strategic Wealth Partners held 811 shares of Sony worth $16.3K as of Q2 2026.
  • Strategic Wealth Partners bought 338 Sony shares in Q2 2026, an estimated $7.13K.
  • Sony made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #806 holding.
  • Strategic Wealth Partners first reported a position in Sony in Q2 2025 and has held it in 5 quarters since.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.