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Stratos Wealth Advisors’s Sony SONY Stock Holding History

Stratos 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
Q1 		$313K Buy
15,126
+4,592
+44% +$103K 0.02% 473
2025
Q4 		$270K Buy
10,534
+21
+0.2% +$590 0.01% 549
2025
Q3 		$303K Hold
10,513
– – 0.01% 551
2025
Q2 		$274K Buy
10,513
+20
+0.2% +$500 0.01% 562
2025
Q1 		$266K Sell
10,493
-1,120
-10% -$25.9K 0.01% 571
2024
Q4 		$246K Buy
11,613
+228
+2% +$4.44K 0.01% 625
2024
Q3 		$220K Buy
+11,385
New +$208K 0.01% 685
2024
Q2 		– Sell
-11,945
Closed -$205K – 755
2024
Q1 		$205K Sell
11,945
-110
-0.9% -$2.02K 0.01% 629
2023
Q4 		$228K Buy
+12,055
New +$209K 0.01% 618

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $5.72T AUM 30.48% 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

Stratos Wealth Advisors's SONY Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Sony (SONY) stake by 44% in Q1 2026, buying an estimated $103K and bringing the position to 15,126 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #473.

Stratos Wealth Advisors first reported a position in SONY in Q4 2023 and has held it in 9 quarters since. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Stratos Wealth Advisors held 15,126 shares of Sony worth $313K as of Q1 2026.
  • Stratos Wealth Advisors bought 4,592 Sony shares in Q1 2026, an estimated $103K.
  • Sony made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #473 holding.
  • Stratos Wealth Advisors first reported a position in Sony in Q4 2023 and has held it in 9 quarters since.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.