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Evelyn Partners Group Ltd’s Sony SONY Stock Holding History

Evelyn Partners Group Ltd’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 		$32.1K Buy
+1,600
New +$33.7K ﹤0.01% 398

Other funds holding SONY

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MIP
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BlackRock
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evelyn Partners Group Ltd's SONY Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Sony (SONY) in Q2 2026: 1,600 shares worth $32.1K. The stake represents ﹤0.01% of the portfolio and ranks #398 among its holdings.

414 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Evelyn Partners Group Ltd held 1,600 shares of Sony worth $32.1K as of Q2 2026.
  • Sony was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Sony made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #398 holding.
  • 414 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.