AlTi Global’s Sony SONY Stock Holding History

AlTi Global’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	–	Sell	-11,630	Closed	-$298K	–	471
2025 Q4	$298K	Buy	11,630 +2,953	+34%	+$82.9K	0.01%	379
2025 Q3	$250K	Sell	8,677 -70	-0.8%	-$1.88K	0.01%	401
2025 Q2	$228K	Buy	+8,747	New	+$219K	0.01%	392

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AlTi Global's SONY Position: Q1 2026 in Review

AlTi Global sold out of Sony (SONY) in Q1 2026, closing a stake of 11,630 shares — an estimated $298K sold.

AlTi Global first reported a position in SONY in Q2 2025 and held it in 3 quarters. The position peaked at $298K in Q4 2025. 735 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

AlTi Global reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
AlTi Global sold 11,630 Sony shares in Q1 2026, an estimated $298K.
AlTi Global first reported a position in Sony in Q2 2025 and held it in 3 quarters.
AlTi Global's Sony position peaked at $298K in Q4 2025.
735 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.