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Brinker Capital Investments’s Sony SONY Stock Holding History

Brinker Capital Investments’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 		$4.78M Sell
238,414
-74,231
-24% -$1.56M 0.04% 397
2026
Q1 		$6.47M Sell
312,645
-35,576
-10% -$797K 0.06% 308
2025
Q4 		$8.91M Buy
348,221
+3,142
+0.9% +$88.2K 0.07% 271
2025
Q3 		$9.93M Sell
345,079
-9,195
-3% -$247K 0.08% 234
2025
Q2 		$9.22M Buy
354,274
+64,872
+22% +$1.62M 0.08% 245
2025
Q1 		$7.35M Sell
289,402
-29,082
-9% -$672K 0.07% 263
2024
Q4 		$6.74M Sell
318,484
-16,111
-5% -$314K 0.07% 275
2024
Q3 		$6.46M Buy
334,595
+6,435
+2% +$117K 0.06% 285
2024
Q2 		$5.58M Sell
328,160
-22,850
-7% -$378K 0.06% 289
2024
Q1 		$6.02M Sell
351,010
-1,325
-0.4% -$24.4K 0.06% 288
2023
Q4 		$6.51M Buy
352,335
+11,035
+3% +$191K 0.08% 253
2023
Q3 		$5.63M Sell
341,300
-9,945
-3% -$174K 0.07% 272
2023
Q2 		$6.33M Sell
351,245
-6,090
-2% -$114K 0.07% 274
2023
Q1 		$6.48M Buy
357,335
+59,470
+20% +$1.03M 0.08% 220
2022
Q4 		$4.54M Buy
297,865
+109,145
+58% +$1.63M 0.09% 223
2022
Q3 		$2.42M Buy
188,720
+67,705
+56% +$1.08M 0.05% 377
2022
Q2 		$1.98M Buy
121,015
+6,585
+6% +$117K 0.04% 479
2022
Q1 		$2.35M Sell
114,430
-8,145
-7% -$177K 0.04% 475
2021
Q4 		$3.1M Buy
122,575
+15,470
+14% +$368K 0.05% 413
2021
Q3 		$2.08M Hold
107,105
– – 0.03% 539
2021
Q2 		$2.08M Buy
107,105
+72,400
+209% +$1.47M 0.03% 593
2021
Q1 		$736K Buy
34,705
+10,385
+43% +$219K 0.01% 788
2020
Q4 		$492K Sell
24,320
-755
-3% -$13.1K 0.01% 840
2020
Q3 		$385K Buy
+25,075
New +$390K 0.01% 961
2019
Q3 		– Sell
-10,855
Closed -$114K – 921
2019
Q2 		$114K Buy
10,855
+9,690
+832% +$95.1K ﹤0.01% 461
2019
Q1 		$10K Buy
+1,165
New +$10.9K ﹤0.01% 646

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

Brinker Capital Investments's SONY Position: Q2 2026 in Review

Brinker Capital Investments reduced its Sony (SONY) stake by 24% in Q2 2026, selling an estimated $1.56M and leaving 238,414 shares worth $4.78M. The position accounts for 0.04% of the portfolio, ranked #397.

Brinker Capital Investments first reported a position in SONY in Q1 2019 and has held it in 26 quarters since. The position peaked at $9.93M in Q3 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Brinker Capital Investments held 238,414 shares of Sony worth $4.78M as of Q2 2026.
  • Brinker Capital Investments sold 74,231 Sony shares in Q2 2026, an estimated $1.56M.
  • Sony made up 0.04% of Brinker Capital Investments's portfolio in Q2 2026, its #397 holding.
  • Brinker Capital Investments first reported a position in Sony in Q1 2019 and has held it in 26 quarters since.
  • Brinker Capital Investments's Sony position peaked at $9.93M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.