Third View Private Wealth
SONY icon

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
Q3 		$505K Sell
21,475
-2,263
-10% -$51.9K 0.06% 175
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 $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Third View Private Wealth's SONY Position: Q3 2026 in Review

Third View Private Wealth reduced its Sony (SONY) stake by 9.5% in Q3 2026, selling an estimated $51.9K and leaving 21,475 shares worth $505K. The position accounts for 0.06% of the portfolio, ranked #175.

Third View Private Wealth first reported a position in SONY in Q4 2025 and has held it in 4 quarters since. The position peaked at $789K in Q4 2025. 367 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Third View Private Wealth held 21,475 shares of Sony worth $505K as of Q3 2026.
  • Third View Private Wealth sold 2,263 Sony shares in Q3 2026, an estimated $51.9K.
  • Sony made up 0.06% of Third View Private Wealth's portfolio in Q3 2026, its #175 holding.
  • Third View Private Wealth first reported a position in Sony in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Sony position peaked at $789K in Q4 2025.
  • 367 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.