AWA
SONY icon

Arete Wealth Advisors’s Sony SONY Stock Holding History

Arete Wealth Advisors’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
-10,252
Closed -$262K – 679
2025
Q4 		$262K Sell
10,252
-1,974
-16% -$55.4K 0.02% 639
2025
Q3 		$351K Sell
12,226
-1
-0% -$27 0.02% 539
2025
Q2 		$318K Sell
12,227
-155
-1% -$3.88K 0.02% 538
2025
Q1 		$314K Sell
12,382
-15,297
-55% -$353K 0.02% 511
2024
Q4 		$586K Sell
27,679
-836
-3% -$16.3K 0.04% 365
2024
Q3 		$550K Sell
28,515
-5,580
-16% -$102K 0.05% 351
2024
Q2 		$578K Buy
+34,095
New +$564K 0.05% 354
2024
Q1 		– Sell
-28,325
Closed -$536K – 677
2023
Q4 		$536K Sell
28,325
-2,275
-7% -$39.5K 0.04% 386
2023
Q3 		$504K Buy
+30,600
New +$534K 0.09% 236
2023
Q2 		– Sell
-19,560
Closed -$355K – 743
2023
Q1 		$355K Buy
+19,560
New +$339K 0.03% 424

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

Arete Wealth Advisors's SONY Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Sony (SONY) in Q1 2026, closing a stake of 10,252 shares — an estimated $262K sold.

Arete Wealth Advisors first reported a position in SONY in Q1 2023 and held it in 10 quarters. The position peaked at $586K in Q4 2024. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,252 Sony shares in Q1 2026, an estimated $262K.
  • Arete Wealth Advisors first reported a position in Sony in Q1 2023 and held it in 10 quarters.
  • Arete Wealth Advisors's Sony position peaked at $586K in Q4 2024.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.