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True Wealth Design’s Sony SONY Stock Holding History

True Wealth Design’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 		$57.5K Buy
2,867
+833
+41% +$17.6K 0.01% 437
2026
Q1 		$42.1K Buy
2,034
+888
+77% +$19.9K 0.01% 456
2025
Q4 		$29.3K Sell
1,146
-221
-16% -$6.2K 0.01% 485
2025
Q3 		$39.4K Buy
1,367
+927
+211% +$24.9K 0.01% 385
2025
Q2 		$11.5K Buy
440
+5
+1% +$125 ﹤0.01% 528
2025
Q1 		$11K Sell
435
-11
-2% -$254 ﹤0.01% 446
2024
Q4 		$9.44K Buy
446
+51
+13% +$993 ﹤0.01% 431
2024
Q3 		$7.63K Sell
395
-5
-1% -$91 ﹤0.01% 472
2024
Q2 		$6.8K Buy
400
+85
+27% +$1.41K ﹤0.01% 259
2024
Q1 		$5.4K Buy
315
+145
+85% +$2.67K ﹤0.01% 275
2023
Q4 		$3.22K Buy
170
+10
+6% +$173 ﹤0.01% 281
2023
Q3 		$2.64K Hold
160
– – ﹤0.01% 252
2023
Q2 		$2.88K Hold
160
– – ﹤0.01% 257
2023
Q1 		$2.9K Hold
160
– – ﹤0.01% 308
2022
Q4 		$2.44K Buy
+160
New +$2.39K ﹤0.01% 288

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

True Wealth Design's SONY Position: Q2 2026 in Review

True Wealth Design increased its Sony (SONY) stake by 41% in Q2 2026, buying an estimated $17.6K and bringing the position to 2,867 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #437.

True Wealth Design first reported a position in SONY in Q4 2022 and has held it in 15 quarters since. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • True Wealth Design held 2,867 shares of Sony worth $57.5K as of Q2 2026.
  • True Wealth Design bought 833 Sony shares in Q2 2026, an estimated $17.6K.
  • Sony made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #437 holding.
  • True Wealth Design first reported a position in Sony in Q4 2022 and has held it in 15 quarters since.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.