Wealthspire Advisors (New York)’s Sony SONY Stock Holding History

Wealthspire Advisors (New York)’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	$418K	Buy	20,212 +6,807	+51%	+$153K	﹤0.01%	629
2025 Q4	$343K	Buy	13,405 +7,064	+111%	+$198K	﹤0.01%	751
2025 Q3	$183K	Buy	+6,341	New	+$171K	﹤0.01%	823
2020 Q4	–	Sell	-14,415	Closed	-$221K	–	592
2020 Q3	$221K	Buy	+14,415	New	+$224K	0.01%	279
2020 Q2	–	Sell	-27,295	Closed	-$323K	–	491
2020 Q1	$323K	Buy	+27,295	New	+$358K	0.01%	365
2019 Q1	–	Sell	-155	Closed	-$1K	–	678
2018 Q4	$1K	Buy	+155	New	+$1.64K	﹤0.01%	835

Other funds holding SONY

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s SONY Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Sony (SONY) stake by 51% in Q1 2026, buying an estimated $153K and bringing the position to 20,212 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Wealthspire Advisors (New York) first reported a position in SONY in Q4 2018 and has held it in 6 quarters since. 735 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Wealthspire Advisors (New York) held 20,212 shares of Sony worth $418K as of Q1 2026.
Wealthspire Advisors (New York) bought 6,807 Sony shares in Q1 2026, an estimated $153K.
Sony made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #629 holding.
Wealthspire Advisors (New York) first reported a position in Sony in Q4 2018 and has held it in 6 quarters since.
735 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.