Altshuler Shaham’s Sony SONY Stock Holding History

Altshuler Shaham’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	$242K	Hold	531,786	–	–	﹤0.01%	203
2026 Q1	$224K	Hold	531,786	–	–	﹤0.01%	166
2025 Q4	$272K	Hold	531,786	–	–	﹤0.01%	163
2025 Q3	$244K	Hold	531,786	–	–	﹤0.01%	141
2025 Q2	$232K	Hold	531,786	–	–	0.01%	147
2025 Q1	$173K	Hold	531,786	–	–	﹤0.01%	141
2024 Q4	$179K	Sell	531,786 -2,127,144	-80%	-$41.4M	0.01%	101
2024 Q3	$146K	Buy	+2,658,930	New	+$48.5M	0.01%	91
2022 Q1	–	Sell	-365,700	Closed	-$9.24M	–	624
2021 Q4	$9.24M	Buy	+365,700	New	+$8.71M	0.08%	50

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

Altshuler Shaham's SONY Position: Q2 2026 in Review

Altshuler Shaham opened a new position in Sony (SONY) in Q2 2026: 37,400 shares worth $750K. The stake represents 0.01% of the portfolio and ranks #154 among its holdings. This is a return to the name: Altshuler Shaham previously reported a position in SONY as recently as Q1 2024.

Altshuler Shaham first reported a position in SONY in Q1 2018 and has held it in 26 quarters since. The position peaked at $18.8M in Q3 2021. 741 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Altshuler Shaham held 37,400 shares of Sony worth $750K as of Q2 2026.
Sony was a new Altshuler Shaham position in Q2 2026.
Sony made up 0.01% of Altshuler Shaham's portfolio in Q2 2026, its #154 holding.
Altshuler Shaham first reported a position in Sony in Q1 2018 and has held it in 26 quarters since.
Altshuler Shaham's Sony position peaked at $18.8M in Q3 2021.
741 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.