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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
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 $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

Ascent Group's SONY Position: Q1 2026 in Review

Ascent Group reduced its Sony (SONY) stake by 27% in Q1 2026, selling an estimated $126K and leaving 15,216 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #611.

Ascent Group first reported a position in SONY in Q1 2025 and has held it in 5 quarters since. The position peaked at $533K in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Ascent Group held 15,216 shares of Sony worth $315K as of Q1 2026.
  • Ascent Group sold 5,619 Sony shares in Q1 2026, an estimated $126K.
  • Sony made up 0.01% of Ascent Group's portfolio in Q1 2026, its #611 holding.
  • Ascent Group first reported a position in Sony in Q1 2025 and has held it in 5 quarters since.
  • Ascent Group's Sony position peaked at $533K in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.