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Traveka Wealth’s Sony SONY Stock Holding History

Traveka 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 		$284K Buy
14,178
+420
+3% +$8.85K 0.09% 144
2026
Q1 		$285K Sell
13,758
-1,112
-7% -$24.9K 0.11% 132
2025
Q4 		$381K Sell
14,870
-104
-0.7% -$2.92K 0.16% 111
2025
Q3 		$431K Buy
14,974
+44
+0.3% +$1.18K 0.19% 88
2025
Q2 		$389K Buy
14,930
+664
+5% +$16.6K 0.21% 81
2025
Q1 		$362K Buy
14,266
+604
+4% +$14K 0.2% 82
2024
Q4 		$289K Buy
13,662
+782
+6% +$15.2K 0.16% 98
2024
Q3 		$249K Sell
12,880
-75
-0.6% -$1.37K 0.13% 106
2024
Q2 		$220K Sell
12,955
-565
-4% -$9.34K 0.11% 115
2024
Q1 		$232K Buy
13,520
+360
+3% +$6.62K 0.11% 109
2023
Q4 		$249K Buy
+13,160
New +$228K 0.13% 99

Other funds holding SONY

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Traveka Wealth's SONY Position: Q2 2026 in Review

Traveka Wealth increased its Sony (SONY) stake by 3.1% in Q2 2026, buying an estimated $8.85K and bringing the position to 14,178 shares worth $284K. The position accounts for 0.09% of the portfolio, ranked #144.

Traveka Wealth first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $431K in Q3 2025. 308 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Traveka Wealth held 14,178 shares of Sony worth $284K as of Q2 2026.
  • Traveka Wealth bought 420 Sony shares in Q2 2026, an estimated $8.85K.
  • Sony made up 0.09% of Traveka Wealth's portfolio in Q2 2026, its #144 holding.
  • Traveka Wealth first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
  • Traveka Wealth's Sony position peaked at $431K in Q3 2025.
  • 308 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.