U.S. Capital Wealth Advisors’s Sony SONY Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$371K	Buy	17,914 +1,850	+12%	+$41.5K	0.01%	751
2025 Q4	$411K	Buy	16,064 +812	+5%	+$22.8K	0.01%	708
2025 Q3	$439K	Sell	15,252 -807	-5%	-$21.7K	0.01%	664
2025 Q2	$418K	Buy	16,059 +1,247	+8%	+$31.2K	0.01%	640
2025 Q1	$376K	Buy	+14,812	New	+$342K	0.01%	645
2024 Q3	–	Sell	-41,250	Closed	-$701K	–	726
2024 Q2	$701K	Buy	+41,250	New	+$682K	0.03%	396
2023 Q4	–	Sell	-66,750	Closed	-$1.1M	–	693
2023 Q3	$1.1M	Buy	+66,750	New	+$1.16M	0.05%	300
2023 Q1	–	Sell	-3,000	Closed	-$45.8K	–	1396
2022 Q4	$45.8K	Buy	+3,000	New	+$44.8K	﹤0.01%	908

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

U.S. Capital Wealth Advisors's SONY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Sony (SONY) stake by 12% in Q1 2026, buying an estimated $41.5K and bringing the position to 17,914 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #751.

U.S. Capital Wealth Advisors first reported a position in SONY in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.1M in Q3 2023. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

U.S. Capital Wealth Advisors held 17,914 shares of Sony worth $371K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,850 Sony shares in Q1 2026, an estimated $41.5K.
Sony made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #751 holding.
U.S. Capital Wealth Advisors first reported a position in Sony in Q4 2022 and has held it in 8 quarters since.
U.S. Capital Wealth Advisors's Sony position peaked at $1.1M in Q3 2023.
734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.