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Abacus Wealth Partners’s Sony SONY Stock Holding History

Abacus Wealth Partners’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
Q1 		$796K Sell
38,458
-6,273
-14% -$141K 0.07% 132
2025
Q4 		$1.15M Buy
+44,731
New +$1.26M 0.11% 89

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Abacus Wealth Partners's SONY Position: Q1 2026 in Review

Abacus Wealth Partners reduced its Sony (SONY) stake by 14% in Q1 2026, selling an estimated $141K and leaving 38,458 shares worth $796K. The position accounts for 0.07% of the portfolio, ranked #132.

Abacus Wealth Partners first reported a position in SONY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.15M in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Abacus Wealth Partners held 38,458 shares of Sony worth $796K as of Q1 2026.
  • Abacus Wealth Partners sold 6,273 Sony shares in Q1 2026, an estimated $141K.
  • Sony made up 0.07% of Abacus Wealth Partners's portfolio in Q1 2026, its #132 holding.
  • Abacus Wealth Partners first reported a position in Sony in Q4 2025 and has held it in 2 quarters since.
  • Abacus Wealth Partners's Sony position peaked at $1.15M in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.