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Wealth Alliance’s Sony SONY Stock Holding History

Wealth Alliance’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 		$943K Sell
45,552
-1,662
-4% -$37.2K 0.09% 192
2025
Q4 		$1.21M Sell
47,214
-7,832
-14% -$220K 0.12% 156
2025
Q3 		$1.58M Sell
55,046
-3,860
-7% -$104K 0.16% 115
2025
Q2 		$1.53M Sell
58,906
-3,117
-5% -$78K 0.17% 119
2025
Q1 		$1.57M Sell
62,023
-2,053
-3% -$47.4K 0.19% 104
2024
Q4 		$1.36M Buy
64,076
+2,211
+4% +$43.1K 0.16% 124
2024
Q3 		$1.19M Buy
61,865
+1,980
+3% +$36.1K 0.14% 137
2024
Q2 		$1.02M Buy
59,885
+705
+1% +$11.7K 0.13% 150
2024
Q1 		$1.01M Sell
59,180
-2,945
-5% -$54.1K 0.13% 159
2023
Q4 		$1.18M Buy
62,125
+1,270
+2% +$22K 0.17% 124
2023
Q3 		$1M Sell
60,855
-4,935
-8% -$86.1K 0.16% 131
2023
Q2 		$1.18M Sell
65,790
-1,850
-3% -$34.7K 0.18% 122
2023
Q1 		$1.23M Buy
67,640
+7,560
+13% +$131K 0.2% 114
2022
Q4 		$917K Buy
60,080
+17,885
+42% +$267K 0.16% 145
2022
Q3 		$541K Buy
42,195
+4,280
+11% +$68.6K 0.11% 202
2022
Q2 		$620K Sell
37,915
-3,795
-9% -$67.2K 0.12% 180
2022
Q1 		$857K Buy
41,710
+75
+0.2% +$1.63K 0.18% 136
2021
Q4 		$1.05M Buy
41,635
+565
+1% +$13.5K 0.21% 111
2021
Q3 		$908K Buy
41,070
+10,030
+32% +$210K 0.2% 111
2021
Q2 		$604K Sell
31,040
-760
-2% -$15.4K 0.14% 171
2021
Q1 		$674K Sell
31,800
-3,610
-10% -$76.2K 0.19% 131
2020
Q4 		$716K Sell
35,410
-130
-0.4% -$2.26K 0.21% 126
2020
Q3 		$546K Buy
35,540
+3,330
+10% +$51.8K 0.2% 133
2020
Q2 		$445K Buy
+32,210
New +$419K 0.18% 147

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

Wealth Alliance's SONY Position: Q1 2026 in Review

Wealth Alliance reduced its Sony (SONY) stake by 3.5% in Q1 2026, selling an estimated $37.2K and leaving 45,552 shares worth $943K. The position accounts for 0.09% of the portfolio, ranked #192.

Wealth Alliance first reported a position in SONY in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Wealth Alliance held 45,552 shares of Sony worth $943K as of Q1 2026.
  • Wealth Alliance sold 1,662 Sony shares in Q1 2026, an estimated $37.2K.
  • Sony made up 0.09% of Wealth Alliance's portfolio in Q1 2026, its #192 holding.
  • Wealth Alliance first reported a position in Sony in Q2 2020 and has held it in 24 quarters since.
  • Wealth Alliance's Sony position peaked at $1.58M in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.