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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
Q2 		$359K Buy
17,900
+2,774
+18% +$58.5K 0.02% 456
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 $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

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

Stratos Wealth Advisors increased its Sony (SONY) stake by 18% in Q2 2026, buying an estimated $58.5K and bringing the position to 17,900 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #456.

Stratos Wealth Advisors first reported a position in SONY in Q4 2023 and has held it in 10 quarters since. 742 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Stratos Wealth Advisors held 17,900 shares of Sony worth $359K as of Q2 2026.
  • Stratos Wealth Advisors bought 2,774 Sony shares in Q2 2026, an estimated $58.5K.
  • Sony made up 0.02% of Stratos Wealth Advisors's portfolio in Q2 2026, its #456 holding.
  • Stratos Wealth Advisors first reported a position in Sony in Q4 2023 and has held it in 10 quarters since.
  • 742 funds tracked by Wall St. Rank held Sony as of Q2 2026.

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