TPCW
SONY icon

TD Private Client Wealth’s Sony SONY Stock Holding History

TD Private Client Wealth’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 		$211K Sell
10,507
-1,332
-11% -$28.1K ﹤0.01% 659
2026
Q1 		$245K Sell
11,839
-5
-0% -$112 0.01% 612
2025
Q4 		$303K Sell
11,844
-17,633
-60% -$495K 0.01% 571
2025
Q3 		$849K Sell
29,477
-30,186
-51% -$812K 0.02% 395
2025
Q2 		$1.55M Sell
59,663
-13,716
-19% -$343K 0.04% 282
2025
Q1 		$1.86M Buy
73,379
+2,109
+3% +$48.7K 0.05% 238
2024
Q4 		$1.51M Buy
71,270
+15,080
+27% +$294K 0.04% 276
2024
Q3 		$1.09M Buy
56,190
+7,475
+15% +$136K 0.03% 352
2024
Q2 		$828K Sell
48,715
-2,145
-4% -$35.5K 0.03% 377
2024
Q1 		$872K Buy
50,860
+3,530
+7% +$64.9K 0.03% 366
2023
Q4 		$896K Sell
47,330
-8,750
-16% -$152K 0.03% 344
2023
Q3 		$924K Buy
56,080
+1,670
+3% +$29.1K 0.04% 325
2023
Q2 		$980K Buy
54,410
+4,800
+10% +$90K 0.04% 335
2023
Q1 		$899K Buy
49,610
+15,455
+45% +$268K 0.04% 346
2022
Q4 		$521K Buy
34,155
+15,430
+82% +$230K 0.02% 418
2022
Q3 		$240K Sell
18,725
-5,255
-22% -$84.2K 0.01% 510
2022
Q2 		$392K Sell
23,980
-2,915
-11% -$51.6K 0.02% 437
2022
Q1 		$552K Sell
26,895
-20,525
-43% -$446K 0.02% 410
2021
Q4 		$1.2M Sell
47,420
-1,435
-3% -$34.2K 0.05% 313
2021
Q3 		$1.08M Sell
48,855
-4,185
-8% -$87.6K 0.05% 321
2021
Q2 		$1.03M Buy
53,040
+39,745
+299% +$805K 0.04% 327
2021
Q1 		$282K Sell
13,295
-15,270
-53% -$322K 0.01% 462
2020
Q4 		$578K Sell
28,565
-4,685
-14% -$81.5K 0.03% 361
2020
Q3 		$510K Sell
33,250
-8,760
-21% -$136K 0.03% 355
2020
Q2 		$581K Sell
42,010
-25,380
-38% -$330K 0.03% 342
2020
Q1 		$798K Buy
67,390
+14,885
+28% +$195K 0.06% 256
2019
Q4 		$714K Buy
+52,505
New +$655K 0.04% 306

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

TD Private Client Wealth's SONY Position: Q2 2026 in Review

TD Private Client Wealth reduced its Sony (SONY) stake by 11% in Q2 2026, selling an estimated $28.1K and leaving 10,507 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

TD Private Client Wealth first reported a position in SONY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.86M in Q1 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • TD Private Client Wealth held 10,507 shares of Sony worth $211K as of Q2 2026.
  • TD Private Client Wealth sold 1,332 Sony shares in Q2 2026, an estimated $28.1K.
  • Sony made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #659 holding.
  • TD Private Client Wealth first reported a position in Sony in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Sony position peaked at $1.86M in Q1 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.