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Third View Private Wealth’s Sony SONY Stock Holding History

Third View Private 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 		$476K Sell
23,738
-5,811
-20% -$122K 0.06% 189
2026
Q1 		$612K Sell
29,549
-1,281
-4% -$28.7K 0.08% 151
2025
Q4 		$789K Buy
+30,830
New +$866K 0.11% 137

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Third View Private Wealth's SONY Position: Q2 2026 in Review

Third View Private Wealth reduced its Sony (SONY) stake by 20% in Q2 2026, selling an estimated $122K and leaving 23,738 shares worth $476K. The position accounts for 0.06% of the portfolio, ranked #189.

Third View Private Wealth first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $789K in Q4 2025. 414 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Third View Private Wealth held 23,738 shares of Sony worth $476K as of Q2 2026.
  • Third View Private Wealth sold 5,811 Sony shares in Q2 2026, an estimated $122K.
  • Sony made up 0.06% of Third View Private Wealth's portfolio in Q2 2026, its #189 holding.
  • Third View Private Wealth first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Sony position peaked at $789K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.