Cape Investment Advisory’s Sony SONY Stock Holding History

Cape Investment Advisory’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	$81.3K	Buy	+4,051	New	+$85.4K	0.02%	380
2026 Q1	–	Sell	-4,558	Closed	-$117K	–	1049
2025 Q4	$117K	Buy	4,558 +4,434	+3,576%	+$124K	0.04%	278
2025 Q3	$3.57K	Sell	124 -3,946	-97%	-$106K	﹤0.01%	578
2025 Q2	$106K	Sell	4,070 -530	-12%	-$13.3K	0.04%	256
2025 Q1	$117K	Hold	4,600	–	–	0.05%	227
2024 Q4	$97.3K	Sell	4,600 -675	-13%	-$13.1K	0.04%	244
2024 Q3	$102K	Buy	5,275 +1,550	+42%	+$28.3K	0.04%	233
2024 Q2	$63.3K	Buy	+3,725	New	+$61.6K	0.03%	266

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Cape Investment Advisory's SONY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Sony (SONY) in Q2 2026: 4,051 shares worth $81.3K. The stake represents 0.02% of the portfolio and ranks #380 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SONY as recently as Q4 2025.

Cape Investment Advisory first reported a position in SONY in Q2 2024 and has held it in 8 quarters since. The position peaked at $117K in Q1 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Cape Investment Advisory held 4,051 shares of Sony worth $81.3K as of Q2 2026.
Sony was a new Cape Investment Advisory position in Q2 2026.
Sony made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #380 holding.
Cape Investment Advisory first reported a position in Sony in Q2 2024 and has held it in 8 quarters since.
Cape Investment Advisory's Sony position peaked at $117K in Q1 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.