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Valued Wealth Advisors’s Sony SONY Stock Holding History

Valued 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
Q2 		$11.5K Hold
575
– – ﹤0.01% 288
2026
Q1 		$11.9K Hold
575
– – ﹤0.01% 258
2025
Q4 		$14.7K Hold
575
– – 0.01% 186
2025
Q3 		$16.6K Hold
575
– – 0.01% 172
2025
Q2 		$15K Hold
575
– – 0.01% 174
2025
Q1 		$14.6K Hold
575
– – 0.01% 183
2024
Q4 		$12.2K Hold
575
– – 0.01% 204
2024
Q3 		$11.1K Hold
575
– – 0.01% 198
2024
Q2 		$9.77K Hold
575
– – 0.01% 199
2024
Q1 		$9.86K Hold
575
– – 0.01% 184
2023
Q4 		$9.48K Buy
+575
New +$9.97K 0.01% 124

Other funds holding SONY

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Valued Wealth Advisors's SONY Position: Q2 2026 in Review

Valued Wealth Advisors held its Sony (SONY) position steady in Q2 2026 at 575 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Valued Wealth Advisors first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.6K in Q3 2025. 190 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Valued Wealth Advisors held 575 shares of Sony worth $11.5K as of Q2 2026.
  • Valued Wealth Advisors left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #288 holding.
  • Valued Wealth Advisors first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Sony position peaked at $16.6K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Sony as of Q2 2026.

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