Atria Investments’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.79M | Sell |
231,550
-9,732
| -4% | -$218K | 0.05% | 387 |
|
|
2025
Q4 | $6.18M | Buy |
241,282
+2,990
| +1% | +$83.9K | 0.07% | 317 |
|
|
2025
Q3 | $6.86M | Sell |
238,292
-27,091
| -10% | -$728K | 0.08% | 284 |
|
|
2025
Q2 | $6.91M | Buy |
265,383
+2,667
| +1% | +$66.7K | 0.08% | 282 |
|
|
2025
Q1 | $6.67M | Sell |
262,716
-107,538
| -29% | -$2.48M | 0.09% | 272 |
|
|
2024
Q4 | $7.83M | Buy |
370,254
+24,344
| +7% | +$474K | 0.1% | 234 |
|
|
2024
Q3 | $6.68M | Buy |
345,910
+1,815
| +0.5% | +$33.1K | 0.08% | 277 |
|
|
2024
Q2 | $5.85M | Buy |
344,095
+20,810
| +6% | +$344K | 0.08% | 299 |
|
|
2024
Q1 | $5.54M | Sell |
323,285
-16,445
| -5% | -$302K | 0.08% | 308 |
|
|
2023
Q4 | $6.43M | Buy |
339,730
+69,900
| +26% | +$1.21M | 0.1% | 239 |
|
|
2023
Q3 | $4.45M | Sell |
269,830
-25,210
| -9% | -$440K | 0.08% | 314 |
|
|
2023
Q2 | $5.31M | Buy |
295,040
+8,205
| +3% | +$154K | 0.1% | 250 |
|
|
2023
Q1 | $5.2M | Buy |
286,835
+30,845
| +12% | +$535K | 0.1% | 254 |
|
|
2022
Q4 | $3.91M | Buy |
255,990
+37,275
| +17% | +$557K | 0.08% | 308 |
|
|
2022
Q3 | $2.8M | Buy |
218,715
+7,440
| +4% | +$119K | 0.06% | 380 |
|
|
2022
Q2 | $3.46M | Sell |
211,275
-47,715
| -18% | -$845K | 0.07% | 340 |
|
|
2022
Q1 | $5.32M | Sell |
258,990
-55,620
| -18% | -$1.21M | 0.09% | 263 |
|
|
2021
Q4 | $7.95M | Buy |
314,610
+19,560
| +7% | +$466K | 0.14% | 179 |
|
|
2021
Q3 | $6.53M | Buy |
295,050
+44,505
| +18% | +$932K | 0.12% | 191 |
|
|
2021
Q2 | $4.87M | Buy |
250,545
+36,355
| +17% | +$737K | 0.09% | 245 |
|
|
2021
Q1 | $4.54M | Sell |
214,190
-192,240
| -47% | -$4.06M | 0.1% | 232 |
|
|
2020
Q4 | $8.22M | Buy |
406,430
+228,630
| +129% | +$3.98M | 0.2% | 126 |
|
|
2020
Q3 | $2.73M | Buy |
177,800
+32,070
| +22% | +$499K | 0.08% | 260 |
|
|
2020
Q2 | $2.02M | Buy |
+145,730
| New | +$1.89M | 0.07% | 306 |
|
|
2020
Q1 | – | Sell |
-60,100
| Closed | -$817K | – | 1102 |
|
|
2019
Q4 | $817K | Buy |
+60,100
| New | +$749K | 0.02% | 612 |
|
|
2019
Q3 | – | Sell |
-38,715
| Closed | -$423K | – | 958 |
|
|
2019
Q2 | $423K | Sell |
38,715
-14,065
| -27% | -$138K | 0.02% | 627 |
|
|
2019
Q1 | $446K | Sell |
52,780
-29,965
| -36% | -$281K | 0.02% | 567 |
|
|
2018
Q4 | $799K | Sell |
82,745
-4,915
| -6% | -$52K | 0.04% | 364 |
|
|
2018
Q3 | $1.06M | Buy |
87,660
+22,705
| +35% | +$250K | 0.04% | 371 |
|
|
2018
Q2 | $666K | Sell |
64,955
-5,075
| -7% | -$49.4K | 0.03% | 484 |
|
|
2018
Q1 | $677K | Buy |
70,030
+27,355
| +64% | +$269K | 0.03% | 438 |
|
|
2017
Q4 | $384K | Buy |
+42,675
| New | +$367K | 0.02% | 564 |
|
|
2014
Q2 | – | Sell |
-230,195
| Closed | -$880K | – | 458 |
|
|
2014
Q1 | $880K | Buy |
+230,195
| New | +$795K | 0.09% | 190 |
|
Other funds holding SONY
MIP
Atria Investments's SONY Position: Q1 2026 in Review
Atria Investments reduced its Sony (SONY) stake by 4% in Q1 2026, selling an estimated $218K and leaving 231,550 shares worth $4.79M. The position accounts for 0.05% of the portfolio, ranked #387.
Atria Investments first reported a position in SONY in Q1 2014 and has held it in 33 quarters since. The position peaked at $8.22M in Q4 2020. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.
- Atria Investments held 231,550 shares of Sony worth $4.79M as of Q1 2026.
- Atria Investments sold 9,732 Sony shares in Q1 2026, an estimated $218K.
- Sony made up 0.05% of Atria Investments's portfolio in Q1 2026, its #387 holding.
- Atria Investments first reported a position in Sony in Q1 2014 and has held it in 33 quarters since.
- Atria Investments's Sony position peaked at $8.22M in Q4 2020.
- 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.