Cerity Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16M | Buy |
795,617
+68,473
| +9% | +$1.44M | 0.02% | 559 |
|
|
2026
Q1 | $15.1M | Buy |
727,144
+60,636
| +9% | +$1.36M | 0.02% | 528 |
|
|
2025
Q4 | $17.1M | Buy |
666,508
+4,758
| +0.7% | +$134K | 0.02% | 455 |
|
|
2025
Q3 | $19.1M | Sell |
661,750
-9,870
| -1% | -$265K | 0.03% | 391 |
|
|
2025
Q2 | $17.5M | Buy |
671,620
+9,462
| +1% | +$237K | 0.03% | 387 |
|
|
2025
Q1 | $16.8M | Buy |
662,158
+400,740
| +153% | +$9.26M | 0.03% | 375 |
|
|
2024
Q4 | $13.7M | Sell |
261,418
-488,312
| -65% | -$9.51M | 0.03% | 405 |
|
|
2024
Q3 | $14.5M | Buy |
749,730
+196,040
| +35% | +$3.57M | 0.03% | 388 |
|
|
2024
Q2 | $9.41M | Sell |
553,690
-129,795
| -19% | -$2.15M | 0.02% | 438 |
|
|
2024
Q1 | $11.7M | Buy |
683,485
+492,570
| +258% | +$9.05M | 0.03% | 417 |
|
|
2023
Q4 | $3.62M | Buy |
190,915
+96,975
| +103% | +$1.68M | 0.01% | 612 |
|
|
2023
Q3 | $1.55M | Sell |
93,940
-38,415
| -29% | -$670K | 0.01% | 645 |
|
|
2023
Q2 | $2.38M | Sell |
132,355
-7,745
| -6% | -$145K | 0.01% | 677 |
|
|
2023
Q1 | $2.54M | Buy |
140,100
+35,870
| +34% | +$622K | 0.01% | 646 |
|
|
2022
Q4 | $1.59M | Buy |
104,230
+39,735
| +62% | +$594K | 0.01% | 573 |
|
|
2022
Q3 | $826K | Sell |
64,495
-13,095
| -17% | -$210K | 0.01% | 559 |
|
|
2022
Q2 | $1.27M | Buy |
77,590
+56,860
| +274% | +$1.01M | 0.01% | 500 |
|
|
2022
Q1 | $425K | Sell |
20,730
-11,760
| -36% | -$256K | 0.01% | 628 |
|
|
2021
Q4 | $821K | Buy |
+32,490
| New | +$774K | 0.01% | 470 |
|
|
2019
Q4 | – | Sell |
-17,470
| Closed | -$206K | – | 568 |
|
|
2019
Q3 | $206K | Buy |
+17,470
| New | +$197K | 0.01% | 450 |
|
|
2019
Q2 | – | Sell |
-84,175
| Closed | -$711K | – | 574 |
|
|
2019
Q1 | $711K | Buy |
84,175
+30,800
| +58% | +$288K | 0.05% | 283 |
|
|
2018
Q4 | $515K | Sell |
53,375
-29,090
| -35% | -$308K | 0.03% | 312 |
|
|
2018
Q3 | $1M | Buy |
82,465
+1,210
| +1% | +$13.3K | 0.07% | 245 |
|
|
2018
Q2 | $833K | Buy |
81,255
+56,685
| +231% | +$551K | 0.06% | 257 |
|
|
2018
Q1 | $238K | Sell |
24,570
-4,085
| -14% | -$40.2K | 0.02% | 473 |
|
|
2017
Q4 | $258K | Sell |
28,655
-19,085
| -40% | -$164K | 0.02% | 483 |
|
|
2017
Q3 | $357K | Sell |
47,740
-42,725
| -47% | -$335K | 0.03% | 393 |
|
|
2017
Q2 | $2.06M | Buy |
90,465
+3,970
| +5% | +$28.2K | 0.17% | 114 |
|
|
2017
Q1 | $583K | Buy |
+86,495
| New | +$539K | 0.05% | 240 |
|
Other funds holding SONY
MIP
HL
CGH
Cerity Partners's SONY Position: Q2 2026 in Review
Cerity Partners increased its Sony (SONY) stake by 9.4% in Q2 2026, buying an estimated $1.44M and bringing the position to 795,617 shares worth $16M. The position accounts for 0.02% of the portfolio, ranked #559.
Cerity Partners first reported a position in SONY in Q1 2017 and has held it in 29 quarters since. The position peaked at $19.1M in Q3 2025. 712 funds tracked by Wall St. Rank hold SONY as of Q2 2026.
- Cerity Partners held 795,617 shares of Sony worth $16M as of Q2 2026.
- Cerity Partners bought 68,473 Sony shares in Q2 2026, an estimated $1.44M.
- Sony made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #559 holding.
- Cerity Partners first reported a position in Sony in Q1 2017 and has held it in 29 quarters since.
- Cerity Partners's Sony position peaked at $19.1M in Q3 2025.
- 712 funds tracked by Wall St. Rank held Sony as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.