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Wealth Preservation Advisors’s Sony SONY Stock Holding History

Wealth Preservation 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
-4,500
Closed -$93.2K – 825
2026
Q1 		$93.2K Hold
4,500
– – 0.08% 106
2025
Q4 		$115K Hold
4,500
– – 0.06% 125
2025
Q3 		$130K Hold
4,500
– – 0.08% 110
2025
Q2 		$117K Buy
+4,500
New +$113K 0.07% 122

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of Sony (SONY) in Q2 2026, closing a stake of 4,500 shares — an estimated $93.2K sold.

Wealth Preservation Advisors first reported a position in SONY in Q2 2025 and held it in 4 quarters. The position peaked at $130K in Q3 2025. 742 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 4,500 Sony shares in Q2 2026, an estimated $93.2K.
  • Wealth Preservation Advisors first reported a position in Sony in Q2 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Sony position peaked at $130K in Q3 2025.
  • 742 funds tracked by Wall St. Rank held Sony as of Q2 2026.

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