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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WCG Wealth Advisors's SONY Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Sony (SONY) stake by 0.06% in Q1 2026, selling an estimated $157 and leaving 12,254 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #509.

WCG Wealth Advisors first reported a position in SONY in Q4 2025 and has held it in 2 quarters since. The position peaked at $314K in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • WCG Wealth Advisors held 12,254 shares of Sony worth $254K as of Q1 2026.
  • WCG Wealth Advisors sold 7 Sony shares in Q1 2026, an estimated $157.
  • Sony made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #509 holding.
  • WCG Wealth Advisors first reported a position in Sony in Q4 2025 and has held it in 2 quarters since.
  • WCG Wealth Advisors's Sony position peaked at $314K in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.