55 North Private Wealth’s Sony SONY Stock Holding History

55 North Private Wealth’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	$259K	Buy	+12,888	New	+$272K	0.05%	208
2026 Q1	–	Sell	-9,073	Closed	-$232K	–	225
2025 Q4	$232K	Buy	+9,073	New	+$255K	0.06%	161

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

55 North Private Wealth's SONY Position: Q2 2026 in Review

55 North Private Wealth opened a new position in Sony (SONY) in Q2 2026: 12,888 shares worth $259K. The stake represents 0.05% of the portfolio and ranks #208 among its holdings. This is a return to the name: 55 North Private Wealth previously reported a position in SONY as recently as Q4 2025.

55 North Private Wealth first reported a position in SONY in Q4 2025 and has held it in 2 quarters since. 736 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

55 North Private Wealth held 12,888 shares of Sony worth $259K as of Q2 2026.
Sony was a new 55 North Private Wealth position in Q2 2026.
Sony made up 0.05% of 55 North Private Wealth's portfolio in Q2 2026, its #208 holding.
55 North Private Wealth first reported a position in Sony in Q4 2025 and has held it in 2 quarters since.
736 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.