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Beverly Hills Private Wealth’s Sony SONY Stock Holding History

Beverly Hills Private 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
-12,249
Closed -$314K – 367
2025
Q4 		$314K Sell
12,249
-24,212
-66% -$680K 0.05% 250
2025
Q3 		$1.05M Buy
36,461
+136
+0.4% +$3.66K 0.19% 121
2025
Q2 		$946K Sell
36,325
-4,680
-11% -$117K 0.18% 132
2025
Q1 		$1.04M Buy
41,005
+1,887
+5% +$43.6K 0.21% 119
2024
Q4 		$828K Buy
39,118
+2,943
+8% +$57.3K 0.17% 131
2024
Q3 		$699K Buy
36,175
+13,690
+61% +$250K 0.14% 148
2024
Q2 		$382K Buy
22,485
+8,855
+65% +$146K 0.08% 230
2024
Q1 		$234K Buy
+13,630
New +$251K 0.05% 311

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Beverly Hills Private Wealth's SONY Position: Q1 2026 in Review

Beverly Hills Private Wealth sold out of Sony (SONY) in Q1 2026, closing a stake of 12,249 shares — an estimated $314K sold.

Beverly Hills Private Wealth first reported a position in SONY in Q1 2024 and held it in 8 quarters. The position peaked at $1.05M in Q3 2025. 738 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Beverly Hills Private Wealth reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 12,249 Sony shares in Q1 2026, an estimated $314K.
  • Beverly Hills Private Wealth first reported a position in Sony in Q1 2024 and held it in 8 quarters.
  • Beverly Hills Private Wealth's Sony position peaked at $1.05M in Q3 2025.
  • 738 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.