Bank Julius Baer & Co
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Bank Julius Baer & Co’s Sony SONY Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-12,000
Closed -$248K – 721
2026
Q1 		$248K Buy
+12,000
New +$269K ﹤0.01% 482
2025
Q3 		– Sell
-1,925
Closed -$50.1K – 696
2025
Q2 		$50.1K Hold
1,925
– – ﹤0.01% 545
2025
Q1 		$48.9K Buy
1,925
+181
+10% +$4.18K ﹤0.01% 542
2024
Q4 		$40.7K Buy
+1,744
New +$34K ﹤0.01% 571

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

Bank Julius Baer & Co's SONY Position: Q2 2026 in Review

Bank Julius Baer & Co sold out of Sony (SONY) in Q2 2026, closing a stake of 12,000 shares — an estimated $248K sold.

Bank Julius Baer & Co first reported a position in SONY in Q4 2024 and held it in 4 quarters. The position peaked at $248K in Q1 2026. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Bank Julius Baer & Co reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 12,000 Sony shares in Q2 2026, an estimated $248K.
  • Bank Julius Baer & Co first reported a position in Sony in Q4 2024 and held it in 4 quarters.
  • Bank Julius Baer & Co's Sony position peaked at $248K in Q1 2026.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.