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WPG Advisers’s Sony SONY Stock Holding History

WPG Advisers’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 		$2.31K Hold
115
– – ﹤0.01% 1164
2026
Q1 		$2.38K Hold
115
– – ﹤0.01% 1046
2025
Q4 		$2.94K Hold
115
– – ﹤0.01% 1030
2025
Q3 		$3.31K Hold
115
– – ﹤0.01% 1017
2025
Q2 		$2.99K Hold
115
– – ﹤0.01% 1022
2025
Q1 		$2.92K Sell
115
-205
-64% -$4.74K ﹤0.01% 1029
2024
Q4 		$6.77K Buy
+320
New +$6.23K 0.01% 743

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WPG Advisers's SONY Position: Q2 2026 in Review

WPG Advisers held its Sony (SONY) position steady in Q2 2026 at 115 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

WPG Advisers first reported a position in SONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.77K in Q4 2024. 414 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • WPG Advisers held 115 shares of Sony worth $2.31K as of Q2 2026.
  • WPG Advisers left its Sony share count unchanged in Q2 2026.
  • Sony made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1164 holding.
  • WPG Advisers first reported a position in Sony in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Sony position peaked at $6.77K in Q4 2024.
  • 414 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.