Aviso Financial’s Sony SONY Stock Holding History

Aviso Financial’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	$1.89M	Buy	91,160 +13,640	+18%	+$306K	0.07%	114
2025 Q4	$1.98M	Sell	77,520 -680	-0.9%	-$19.1K	0.08%	108
2025 Q3	$2.25M	Sell	78,200 -820	-1%	-$22.1K	0.09%	100
2025 Q2	$2.06M	Buy	79,020 +1,050	+1%	+$26.3K	0.09%	106
2025 Q1	$1.98M	Buy	77,970 +270	+0.3%	+$6.24K	0.1%	103
2024 Q4	$1.64M	Sell	77,700 -1,050	-1%	-$20.5K	0.08%	110
2024 Q3	$1.52M	Buy	78,750 +4,950	+7%	+$90.2K	0.08%	110
2024 Q2	$1.25M	Buy	+73,800	New	+$1.22M	0.07%	116

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aviso Financial's SONY Position: Q1 2026 in Review

Aviso Financial increased its Sony (SONY) stake by 18% in Q1 2026, buying an estimated $306K and bringing the position to 91,160 shares worth $1.89M. The position accounts for 0.07% of the portfolio, ranked #114.

Aviso Financial first reported a position in SONY in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.25M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Aviso Financial held 91,160 shares of Sony worth $1.89M as of Q1 2026.
Aviso Financial bought 13,640 Sony shares in Q1 2026, an estimated $306K.
Sony made up 0.07% of Aviso Financial's portfolio in Q1 2026, its #114 holding.
Aviso Financial first reported a position in Sony in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Sony position peaked at $2.25M in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.