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Bell Investment Advisors’s Sony SONY Stock Holding History

Bell Investment Advisors’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 		$15.9K Sell
791
-541
-41% -$11.4K ﹤0.01% 550
2026
Q1 		$27.6K Buy
1,332
+433
+48% +$9.7K ﹤0.01% 362
2025
Q4 		$23K Buy
899
+80
+10% +$2.25K ﹤0.01% 408
2025
Q3 		$23.6K Sell
819
-49
-6% -$1.32K ﹤0.01% 370
2025
Q2 		$22.6K Buy
868
+70
+9% +$1.75K ﹤0.01% 396
2025
Q1 		$20.3K Buy
798
+3
+0.4% +$69 ﹤0.01% 382
2024
Q4 		$16.8K Sell
795
-230
-22% -$4.48K ﹤0.01% 439
2024
Q3 		$19.8K Sell
1,025
-30
-3% -$547 ﹤0.01% 405
2024
Q2 		$17.9K Buy
1,055
+420
+66% +$6.94K ﹤0.01% 418
2024
Q1 		$10.9K Sell
635
-50
-7% -$919 ﹤0.01% 555
2023
Q4 		$13K Buy
685
+60
+10% +$1.04K ﹤0.01% 468
2023
Q3 		$10.3K Sell
625
-55
-8% -$960 ﹤0.01% 495
2023
Q2 		$12.2K Buy
680
+345
+103% +$6.47K ﹤0.01% 443
2023
Q1 		$6.07K Sell
335
-180
-35% -$3.12K ﹤0.01% 691
2022
Q4 		$7.86K Sell
515
-35
-6% -$523 ﹤0.01% 578
2022
Q3 		$7K Buy
550
+70
+15% +$1.12K ﹤0.01% 550
2022
Q2 		$8K Buy
+480
New +$8.5K ﹤0.01% 516
2021
Q4 		$14K Buy
535
+205
+62% +$4.88K ﹤0.01% 398
2021
Q3 		$7K Buy
+330
New +$6.91K ﹤0.01% 589

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

Bell Investment Advisors's SONY Position: Q2 2026 in Review

Bell Investment Advisors reduced its Sony (SONY) stake by 41% in Q2 2026, selling an estimated $11.4K and leaving 791 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Bell Investment Advisors first reported a position in SONY in Q3 2021 and has held it in 19 quarters since. The position peaked at $27.6K in Q1 2026. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Bell Investment Advisors held 791 shares of Sony worth $15.9K as of Q2 2026.
  • Bell Investment Advisors sold 541 Sony shares in Q2 2026, an estimated $11.4K.
  • Sony made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #550 holding.
  • Bell Investment Advisors first reported a position in Sony in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Sony position peaked at $27.6K in Q1 2026.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.