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Avantra Family Wealth’s Sony SONY Stock Holding History

Avantra Family Wealth’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
-25,896
Closed -$663K – 176
2025
Q4 		$663K Sell
25,896
-1,000
-4% -$28.1K 0.48% 60
2025
Q3 		$774K Sell
26,896
-4,462
-14% -$120K 0.58% 50
2025
Q2 		$816K Sell
31,358
-1,288
-4% -$32.2K 0.67% 40
2025
Q1 		$829K Buy
32,646
+10,161
+45% +$235K 0.8% 42
2024
Q4 		$476K Buy
+22,485
New +$438K 0.44% 83

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 $6.48B AUM 18.36% 1-Year Est. Return
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

Avantra Family Wealth's SONY Position: Q1 2026 in Review

Avantra Family Wealth sold out of Sony (SONY) in Q1 2026, closing a stake of 25,896 shares — an estimated $663K sold.

Avantra Family Wealth first reported a position in SONY in Q4 2024 and held it in 5 quarters. The position peaked at $829K in Q1 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Avantra Family Wealth reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 25,896 Sony shares in Q1 2026, an estimated $663K.
  • Avantra Family Wealth first reported a position in Sony in Q4 2024 and held it in 5 quarters.
  • Avantra Family Wealth's Sony position peaked at $829K in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.