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Toth Financial Advisory’s Sony SONY Stock Holding History

Toth Financial Advisory’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 		$2.15K Sell
107
-15
-12% -$316 ﹤0.01% 744
2026
Q1 		$2.53K Buy
122
+107
+713% +$2.4K ﹤0.01% 698
2025
Q4 		$384 Buy
+15
New +$421 ﹤0.01% 824

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

Toth Financial Advisory's SONY Position: Q2 2026 in Review

Toth Financial Advisory reduced its Sony (SONY) stake by 12% in Q2 2026, selling an estimated $316 and leaving 107 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Toth Financial Advisory first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.53K in Q1 2026. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Toth Financial Advisory held 107 shares of Sony worth $2.15K as of Q2 2026.
  • Toth Financial Advisory sold 15 Sony shares in Q2 2026, an estimated $316.
  • Sony made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #744 holding.
  • Toth Financial Advisory first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • Toth Financial Advisory's Sony position peaked at $2.53K in Q1 2026.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.