Winch Advisory Services’s Sony SONY Stock Holding History

Winch 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	$8.99K	Buy	448 +408	+1,020%	+$8.6K	﹤0.01%	349
2026 Q1	$830	Hold	40	–	–	﹤0.01%	467
2025 Q4	$1.03K	Hold	40	–	–	﹤0.01%	457
2025 Q3	$1.15K	Buy	+40	New	+$1.08K	﹤0.01%	456
2025 Q1	–	Sell	-30	Closed	-$635	–	537
2024 Q4	$635	Buy	+30	New	+$584	﹤0.01%	496
2019 Q3	–	Sell	-330	Closed	-$3K	–	419
2019 Q2	$3K	Buy	+330	New	+$3.24K	﹤0.01%	326

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

Winch Advisory Services's SONY Position: Q2 2026 in Review

Winch Advisory Services increased its Sony (SONY) stake by 1,020% in Q2 2026, buying an estimated $8.6K and bringing the position to 448 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Winch Advisory Services first reported a position in SONY in Q2 2019 and has held it in 6 quarters since. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Winch Advisory Services held 448 shares of Sony worth $8.99K as of Q2 2026.
Winch Advisory Services bought 408 Sony shares in Q2 2026, an estimated $8.6K.
Sony made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #349 holding.
Winch Advisory Services first reported a position in Sony in Q2 2019 and has held it in 6 quarters since.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.