Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Sony SONY Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.58M Buy
75,748
+8,664
+13% +$183K ﹤0.01% 1738
2026
Q1 		$1.42M Sell
67,084
-44,529
-40% -$998K ﹤0.01% 1582
2025
Q4 		$2.87M Buy
111,613
+6,429
+6% +$180K ﹤0.01% 1323
2025
Q3 		$3.13M Sell
105,184
-5,680
-5% -$153K ﹤0.01% 1192
2025
Q2 		$2.84M Buy
110,864
+11,095
+11% +$278K ﹤0.01% 1184
2025
Q1 		$2.53M Sell
99,769
-1,542
-2% -$35.6K ﹤0.01% 1130
2024
Q4 		$2.14M Buy
101,311
+5,241
+5% +$102K ﹤0.01% 1146
2024
Q3 		$1.86M Buy
96,070
+38,905
+68% +$709K ﹤0.01% 1089
2024
Q2 		$971K Buy
57,165
+6,025
+12% +$99.6K ﹤0.01% 1298
2024
Q1 		$877K Sell
51,140
-435
-0.8% -$8K ﹤0.01% 1297
2023
Q4 		$977K Buy
51,575
+8,930
+21% +$155K ﹤0.01% 1187
2023
Q3 		$703K Buy
+42,645
New +$744K ﹤0.01% 1249

Other funds holding SONY

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
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's SONY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Sony (SONY) stake by 13% in Q2 2026, buying an estimated $183K and bringing the position to 75,748 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Wealth Enhancement Advisory Services first reported a position in SONY in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.13M in Q3 2025. 163 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 75,748 shares of Sony worth $1.58M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,664 Sony shares in Q2 2026, an estimated $183K.
  • Sony made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1738 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sony in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Sony position peaked at $3.13M in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.