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Aprio Wealth Management’s Sony SONY Stock Holding History

Aprio Wealth Management’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 		$422K Sell
20,376
-7,999
-28% -$179K 0.02% 402
2025
Q4 		$750K Buy
28,375
+403
+1% +$11.3K 0.04% 241
2025
Q3 		$805K Buy
27,972
+244
+0.9% +$6.56K 0.08% 147
2025
Q2 		$722K Buy
27,728
+100
+0.4% +$2.5K 0.08% 142
2025
Q1 		$701K Buy
27,628
+12,643
+84% +$292K 0.09% 140
2024
Q4 		$317K Buy
14,985
+3,055
+26% +$59.5K 0.05% 201
2024
Q3 		$230K Buy
+11,930
New +$217K 0.04% 244

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aprio Wealth Management's SONY Position: Q1 2026 in Review

Aprio Wealth Management reduced its Sony (SONY) stake by 28% in Q1 2026, selling an estimated $179K and leaving 20,376 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #402.

Aprio Wealth Management first reported a position in SONY in Q3 2024 and has held it in 7 quarters since. The position peaked at $805K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Aprio Wealth Management held 20,376 shares of Sony worth $422K as of Q1 2026.
  • Aprio Wealth Management sold 7,999 Sony shares in Q1 2026, an estimated $179K.
  • Sony made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #402 holding.
  • Aprio Wealth Management first reported a position in Sony in Q3 2024 and has held it in 7 quarters since.
  • Aprio Wealth Management's Sony position peaked at $805K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.