Advisor OS’s Sony SONY Stock Holding History

Advisor OS’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	–	Sell	-10,913	Closed	-$226K	–	619
2026 Q1	$226K	Buy	+10,913	New	+$245K	0.02%	508

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

Advisor OS's SONY Position: Q2 2026 in Review

Advisor OS sold out of Sony (SONY) in Q2 2026, closing a stake of 10,913 shares — an estimated $226K sold.

Advisor OS first reported a position in SONY in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Advisor OS reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
Advisor OS sold 10,913 Sony shares in Q2 2026, an estimated $226K.
Advisor OS first reported a position in Sony in Q1 2026 and held it in 1 quarter.
Advisor OS's Sony position peaked at $226K in Q1 2026.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.