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Blue Trust Inc’s Sony SONY Stock Holding History

Blue Trust Inc’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 		$671K Buy
33,446
+2,347
+8% +$49.5K 0.01% 390
2026
Q1 		$644K Sell
31,099
-2,087
-6% -$46.8K 0.01% 405
2025
Q4 		$850K Sell
33,186
-3,464
-9% -$97.2K 0.01% 321
2025
Q3 		$1.06M Buy
36,650
+2,163
+6% +$58.2K 0.01% 278
2025
Q2 		$898K Buy
34,487
+17,168
+99% +$430K 0.01% 303
2025
Q1 		$440K Buy
17,319
+888
+5% +$20.5K 0.01% 446
2024
Q4 		$348K Sell
16,431
-11,879
-42% -$231K ﹤0.01% 486
2024
Q3 		$481K Buy
28,310
+11,085
+64% +$202K 0.01% 485
2024
Q2 		$295K Buy
17,225
+12,690
+280% +$210K ﹤0.01% 563
2024
Q1 		$77.8K Sell
4,535
-4,230
-48% -$77.8K ﹤0.01% 778
2023
Q4 		$144K Buy
8,765
+2,335
+36% +$40.5K ﹤0.01% 554
2023
Q3 		$116K Buy
6,430
+1,690
+36% +$29.5K ﹤0.01% 582
2023
Q2 		$86K Sell
4,740
-7,785
-62% -$146K ﹤0.01% 539
2023
Q1 		$191K Sell
12,525
-21,875
-64% -$379K ﹤0.01% 557
2022
Q4 		$441K Buy
34,400
+7,435
+28% +$111K 0.01% 276
2022
Q3 		$441K Buy
26,965
+15,915
+144% +$255K 0.01% 219
2022
Q2 		$227K Buy
+11,050
New +$196K ﹤0.01% 305

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

Blue Trust Inc's SONY Position: Q2 2026 in Review

Blue Trust Inc increased its Sony (SONY) stake by 7.5% in Q2 2026, buying an estimated $49.5K and bringing the position to 33,446 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #390.

Blue Trust Inc first reported a position in SONY in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Blue Trust Inc held 33,446 shares of Sony worth $671K as of Q2 2026.
  • Blue Trust Inc bought 2,347 Sony shares in Q2 2026, an estimated $49.5K.
  • Sony made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #390 holding.
  • Blue Trust Inc first reported a position in Sony in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Sony position peaked at $1.06M in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.