Ameritas Advisory Services’s Sony SONY Stock Holding History

Ameritas Advisory Services’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	$267K	Sell	12,878 -500	-4%	-$11.2K	0.01%	813
2025 Q4	$342K	Buy	13,378 +12,696	+1,862%	+$356K	0.01%	710
2025 Q3	$19.6K	Sell	682 -2,831	-81%	-$76.1K	﹤0.01%	1450
2025 Q2	$91.4K	Buy	+3,513	New	+$87.9K	﹤0.01%	1030
2023 Q2	–	Sell	-3,710	Closed	-$67.7K	–	2235
2023 Q1	$67.7K	Buy	+3,710	New	+$64.3K	﹤0.01%	1145

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 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

Ameritas Advisory Services's SONY Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Sony (SONY) stake by 3.7% in Q1 2026, selling an estimated $11.2K and leaving 12,878 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #813.

Ameritas Advisory Services first reported a position in SONY in Q1 2023 and has held it in 5 quarters since. The position peaked at $342K in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Ameritas Advisory Services held 12,878 shares of Sony worth $267K as of Q1 2026.
Ameritas Advisory Services sold 500 Sony shares in Q1 2026, an estimated $11.2K.
Sony made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #813 holding.
Ameritas Advisory Services first reported a position in Sony in Q1 2023 and has held it in 5 quarters since.
Ameritas Advisory Services's Sony position peaked at $342K in Q4 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.