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Ascent Group’s Sony SONY Stock Holding History

Ascent Group’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 		$305K Sell
15,213
-3
-0% -$63 0.01% 658
2026
Q1 		$315K Sell
15,216
-5,619
-27% -$126K 0.01% 611
2025
Q4 		$533K Buy
20,835
+3,821
+22% +$107K 0.02% 485
2025
Q3 		$490K Buy
17,014
+1,029
+6% +$27.7K 0.02% 504
2025
Q2 		$416K Buy
15,985
+3,938
+33% +$98.5K 0.02% 506
2025
Q1 		$306K Buy
+12,047
New +$278K 0.01% 555

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Ascent Group's SONY Position: Q2 2026 in Review

Ascent Group reduced its Sony (SONY) stake by 0.02% in Q2 2026, selling an estimated $63 and leaving 15,213 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #658.

Ascent Group first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. The position peaked at $533K in Q4 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Ascent Group held 15,213 shares of Sony worth $305K as of Q2 2026.
  • Ascent Group sold 3 Sony shares in Q2 2026, an estimated $63.
  • Sony made up 0.01% of Ascent Group's portfolio in Q2 2026, its #658 holding.
  • Ascent Group first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • Ascent Group's Sony position peaked at $533K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.