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Venturi Wealth Management’s Sony SONY Stock Holding History

Venturi Wealth Management’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 		$775K Buy
38,627
+1,311
+4% +$27.6K 0.03% 268
2026
Q1 		$772K Sell
37,316
-2,161
-5% -$48.4K 0.03% 245
2025
Q4 		$1.01M Buy
39,477
+8,008
+25% +$225K 0.04% 194
2025
Q3 		$906K Buy
31,469
+17,179
+120% +$462K 0.04% 211
2025
Q2 		$372K Buy
+14,290
New +$358K 0.02% 377
2025
Q1 		– Sell
-1,623
Closed -$34.3K – 1631
2024
Q4 		$34.3K Buy
1,623
+83
+5% +$1.62K ﹤0.01% 1132
2024
Q3 		$29.7K Sell
1,540
-25
-2% -$456 ﹤0.01% 914
2024
Q2 		$26.6K Buy
+1,565
New +$25.9K ﹤0.01% 857
2023
Q4 		– Sell
-135
Closed -$2.23K – 1428
2023
Q3 		$2.23K Buy
+135
New +$2.36K ﹤0.01% 1149
2017
Q3 		– Sell
-30,000
Closed -$229K – 196
2017
Q2 		$229K Buy
+30,000
New +$213K 0.05% 172
2017
Q1 		– Sell
-65,000
Closed -$364K – 187
2016
Q4 		$364K Hold
65,000
– – 0.1% 131
2016
Q3 		$432K Hold
65,000
– – 0.14% 103
2016
Q2 		$382K Hold
65,000
– – 0.13% 109
2016
Q1 		$334K Hold
65,000
– – 0.12% 111
2015
Q4 		$320K Buy
+65,000
New +$344K 0.15% 107

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
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
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

Venturi Wealth Management's SONY Position: Q2 2026 in Review

Venturi Wealth Management increased its Sony (SONY) stake by 3.5% in Q2 2026, buying an estimated $27.6K and bringing the position to 38,627 shares worth $775K. The position accounts for 0.03% of the portfolio, ranked #268.

Venturi Wealth Management first reported a position in SONY in Q4 2015 and has held it in 15 quarters since. The position peaked at $1.01M in Q4 2025. 142 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Venturi Wealth Management held 38,627 shares of Sony worth $775K as of Q2 2026.
  • Venturi Wealth Management bought 1,311 Sony shares in Q2 2026, an estimated $27.6K.
  • Sony made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Venturi Wealth Management first reported a position in Sony in Q4 2015 and has held it in 15 quarters since.
  • Venturi Wealth Management's Sony position peaked at $1.01M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.