WCG Wealth Advisors’s Sony SONY Stock Holding History

WCG 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	–	Sell	-12,254	Closed	-$254K	–	585
2026 Q1	$254K	Sell	12,254 -7	-0.1%	-$157	0.01%	509
2025 Q4	$314K	Buy	+12,261	New	+$344K	0.01%	487

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

WCG Wealth Advisors sold out of Sony (SONY) in Q2 2026, closing a stake of 12,254 shares — an estimated $254K sold.

WCG Wealth Advisors first reported a position in SONY in Q4 2025 and held it in 2 quarters. The position peaked at $314K in Q4 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

WCG Wealth Advisors reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
WCG Wealth Advisors sold 12,254 Sony shares in Q2 2026, an estimated $254K.
WCG Wealth Advisors first reported a position in Sony in Q4 2025 and held it in 2 quarters.
WCG Wealth Advisors's Sony position peaked at $314K in Q4 2025.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.