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Callan Family Office’s Sony SONY Stock Holding History

Callan Family Office’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 		$4.98M Sell
248,316
-5,748
-2% -$121K 0.1% 202
2026
Q1 		$5.26M Sell
254,064
-12,527
-5% -$281K 0.12% 185
2025
Q4 		$6.82M Buy
266,591
+52,577
+25% +$1.48M 0.15% 140
2025
Q3 		$6.16M Sell
214,014
-13,129
-6% -$353K 0.2% 120
2025
Q2 		$5.91M Buy
227,143
+159,308
+235% +$3.99M 0.19% 130
2025
Q1 		$1.72M Sell
67,835
-33,182
-33% -$767K 0.13% 141
2024
Q4 		$2.14M Buy
+101,017
New +$1.97M 0.14% 139

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

Callan Family Office's SONY Position: Q2 2026 in Review

Callan Family Office reduced its Sony (SONY) stake by 2.3% in Q2 2026, selling an estimated $121K and leaving 248,316 shares worth $4.98M. The position accounts for 0.1% of the portfolio, ranked #202.

Callan Family Office first reported a position in SONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.82M in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Callan Family Office held 248,316 shares of Sony worth $4.98M as of Q2 2026.
  • Callan Family Office sold 5,748 Sony shares in Q2 2026, an estimated $121K.
  • Sony made up 0.1% of Callan Family Office's portfolio in Q2 2026, its #202 holding.
  • Callan Family Office first reported a position in Sony in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Sony position peaked at $6.82M in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.