Wiser Advisor Group’s Sony SONY Stock Holding History

Wiser Advisor Group’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	$3.03K	Hold	151	–	–	﹤0.01%	214
2026 Q1	$3.12K	Hold	151	–	–	﹤0.01%	207
2025 Q4	$3.86K	Hold	151	–	–	﹤0.01%	206
2025 Q3	$4.34K	Buy	+151	New	+$4.06K	0.01%	211
2025 Q2	–	Sell	-151	Closed	-$3.82K	–	219
2025 Q1	$3.82K	Hold	151	–	–	0.01%	224
2024 Q4	$3.19K	Buy	151 +1	+0.7%	+$19	﹤0.01%	226
2024 Q3	$2.9K	Sell	150 -5	-3%	-$91	﹤0.01%	229
2024 Q2	$2.56K	Buy	155 +5	+3%	+$83	﹤0.01%	247
2024 Q1	$2.58K	Sell	150 -15	-9%	-$276	﹤0.01%	254
2023 Q4	$3.13K	Buy	+165	New	+$2.86K	0.01%	242

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

Wiser Advisor Group's SONY Position: Q2 2026 in Review

Wiser Advisor Group held its Sony (SONY) position steady in Q2 2026 at 151 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Wiser Advisor Group first reported a position in SONY in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.34K in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Wiser Advisor Group held 151 shares of Sony worth $3.03K as of Q2 2026.
Wiser Advisor Group left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #214 holding.
Wiser Advisor Group first reported a position in Sony in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Sony position peaked at $4.34K in Q3 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.