Basepoint Wealth’s Sony SONY Stock Holding History

Basepoint 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 Q2	–	Sell	-370	Closed	-$7.66K	–	699
2026 Q1	$7.66K	Hold	370	–	–	﹤0.01%	429
2025 Q4	$9.47K	Buy	+370	New	+$10.4K	0.01%	403

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Basepoint Wealth's SONY Position: Q2 2026 in Review

Basepoint Wealth sold out of Sony (SONY) in Q2 2026, closing a stake of 370 shares — an estimated $7.66K sold.

Basepoint Wealth first reported a position in SONY in Q4 2025 and held it in 2 quarters. The position peaked at $9.47K in Q4 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Basepoint Wealth reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
Basepoint Wealth sold 370 Sony shares in Q2 2026, an estimated $7.66K.
Basepoint Wealth first reported a position in Sony in Q4 2025 and held it in 2 quarters.
Basepoint Wealth's Sony position peaked at $9.47K in Q4 2025.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.