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 Q2	–	Sell	-12,878	Closed	-$267K	–	2104
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 $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

Ameritas Advisory Services's SONY Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Sony (SONY) in Q2 2026, closing a stake of 12,878 shares — an estimated $267K sold.

Ameritas Advisory Services first reported a position in SONY in Q1 2023 and held it in 5 quarters. The position peaked at $342K in Q4 2025. 742 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Ameritas Advisory Services reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 12,878 Sony shares in Q2 2026, an estimated $267K.
Ameritas Advisory Services first reported a position in Sony in Q1 2023 and held it in 5 quarters.
Ameritas Advisory Services's Sony position peaked at $342K in Q4 2025.
742 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.