Synergy Investment Management’s Sony SONY Stock Holding History

Synergy Investment 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	$3.14K	Buy	+135	New	+$2.85K	﹤0.01%	837

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

Synergy Investment Management's SONY Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Sony (SONY) in Q2 2026: 135 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings.

737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Synergy Investment Management held 135 shares of Sony worth $3.14K as of Q2 2026.
Sony was a new Synergy Investment Management position in Q2 2026.
Sony made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #837 holding.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.