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Calamos Wealth Management’s Sony SONY Stock Holding History

Calamos Wealth Management’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
-79,596
Closed -$2.04M – 582
2025
Q4 		$2.04M Buy
+79,596
New +$2.23M 0.07% 126
2024
Q1 		– Sell
-87,145
Closed -$1.65M – 331
2023
Q4 		$1.65M Buy
87,145
+2,280
+3% +$39.6K 0.1% 104
2023
Q3 		$1.4M Sell
84,865
-17,985
-17% -$314K 0.11% 112
2023
Q2 		$1.85M Buy
102,850
+21,200
+26% +$398K 0.14% 103
2023
Q1 		$1.48M Sell
81,650
-4,835
-6% -$83.8K 0.12% 109
2022
Q4 		$1.32M Buy
86,485
+13,985
+19% +$209K 0.1% 120
2022
Q3 		$929K Sell
72,500
-23,705
-25% -$380K 0.08% 143
2022
Q2 		$1.57M Buy
96,205
+6,130
+7% +$109K 0.14% 111
2022
Q1 		$1.85M Buy
90,075
+29,205
+48% +$635K 0.14% 113
2021
Q4 		$1.54M Buy
+60,870
New +$1.45M 0.11% 128
2021
Q3 		– Sell
-71,235
Closed -$1.39M – 320
2021
Q2 		$1.39M Buy
71,235
+8,950
+14% +$181K 0.11% 133
2021
Q1 		$1.32M Buy
+62,285
New +$1.32M 0.11% 132

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Calamos Wealth Management's SONY Position: Q1 2026 in Review

Calamos Wealth Management sold out of Sony (SONY) in Q1 2026, closing a stake of 79,596 shares — an estimated $2.04M sold.

Calamos Wealth Management first reported a position in SONY in Q1 2021 and held it in 12 quarters. The position peaked at $2.04M in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Calamos Wealth Management reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 79,596 Sony shares in Q1 2026, an estimated $2.04M.
  • Calamos Wealth Management first reported a position in Sony in Q1 2021 and held it in 12 quarters.
  • Calamos Wealth Management's Sony position peaked at $2.04M in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.