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Unique Wealth Strategies’s Sony SONY Stock Holding History

Unique Wealth Strategies’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 		– Sell
-41,060
Closed -$850K – 265
2026
Q1 		$850K Buy
+41,060
New +$920K 0.34% 70
2024
Q4 		– Sell
-13,480
Closed -$260K – 237
2024
Q3 		$260K Buy
+13,480
New +$246K 0.11% 190

Other funds holding SONY

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Unique Wealth Strategies's SONY Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Sony (SONY) in Q2 2026, closing a stake of 41,060 shares — an estimated $850K sold.

Unique Wealth Strategies first reported a position in SONY in Q3 2024 and held it in 2 quarters. The position peaked at $850K in Q1 2026. 112 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Unique Wealth Strategies reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 41,060 Sony shares in Q2 2026, an estimated $850K.
  • Unique Wealth Strategies first reported a position in Sony in Q3 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Sony position peaked at $850K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.