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 Q2	$662K	Buy	33,016 +12,804	+63%	+$270K	﹤0.01%	693
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 $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Wealthspire Advisors (New York)'s SONY Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Sony (SONY) stake by 63% in Q2 2026, buying an estimated $270K and bringing the position to 33,016 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Wealthspire Advisors (New York) first reported a position in SONY in Q4 2018 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Wealthspire Advisors (New York) held 33,016 shares of Sony worth $662K as of Q2 2026.
Wealthspire Advisors (New York) bought 12,804 Sony shares in Q2 2026, an estimated $270K.
Sony made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #693 holding.
Wealthspire Advisors (New York) first reported a position in Sony in Q4 2018 and has held it in 7 quarters since.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.