Cetera Investment Advisers
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Cetera Investment Advisers’s Sony SONY Stock Holding History

Cetera Investment Advisers’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 		$6.75M Sell
336,423
-87,962
-21% -$1.85M 0.01% 1398
2026
Q1 		$8.78M Buy
424,385
+11,901
+3% +$267K 0.01% 1140
2025
Q4 		$10.6M Buy
412,484
+109,243
+36% +$3.07M 0.01% 997
2025
Q3 		$8.73M Buy
303,241
+82,487
+37% +$2.22M 0.01% 1077
2025
Q2 		$5.75M Sell
220,754
-13,030
-6% -$326K 0.01% 1101
2025
Q1 		$5.94M Buy
233,784
+5,715
+3% +$132K 0.01% 1012
2024
Q4 		$4.83M Buy
228,069
+4,074
+2% +$79.4K 0.01% 1049
2024
Q3 		$4.33M Buy
223,995
+10,020
+5% +$183K 0.01% 1076
2024
Q2 		$3.64M Buy
213,975
+46,500
+28% +$769K 0.01% 1177
2024
Q1 		$2.87M Buy
167,475
+135,450
+423% +$2.49M 0.01% 1314
2023
Q4 		$606K Sell
32,025
-10,680
-25% -$185K ﹤0.01% 1391
2023
Q3 		$704K Buy
42,705
+2,525
+6% +$44.1K 0.01% 1248
2023
Q2 		$724K Buy
40,180
+680
+2% +$12.8K 0.01% 1238
2023
Q1 		$716K Buy
39,500
+13,115
+50% +$227K 0.01% 1215
2022
Q4 		$403K Buy
26,385
+660
+3% +$9.86K ﹤0.01% 1493
2022
Q3 		$330K Sell
25,725
-550
-2% -$8.81K 0.01% 1213
2022
Q2 		$430K Sell
26,275
-5,050
-16% -$89.4K 0.01% 1199
2022
Q1 		$643K Buy
31,325
+3,555
+13% +$77.3K 0.01% 1009
2021
Q4 		$702K Buy
27,770
+5,005
+22% +$119K 0.01% 984
2021
Q3 		$503K Sell
22,765
-1,425
-6% -$29.8K 0.01% 1141
2021
Q2 		$470K Buy
24,190
+12,440
+106% +$252K 0.01% 1152
2021
Q1 		$249K Sell
11,750
-6,970
-37% -$147K ﹤0.01% 1346
2020
Q4 		$378K Buy
+18,720
New +$326K 0.01% 1112

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

Cetera Investment Advisers's SONY Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Sony (SONY) stake by 21% in Q2 2026, selling an estimated $1.85M and leaving 336,423 shares worth $6.75M. The position accounts for 0.01% of the portfolio, ranked #1398.

Cetera Investment Advisers first reported a position in SONY in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.6M in Q4 2025. 742 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Cetera Investment Advisers held 336,423 shares of Sony worth $6.75M as of Q2 2026.
  • Cetera Investment Advisers sold 87,962 Sony shares in Q2 2026, an estimated $1.85M.
  • Sony made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1398 holding.
  • Cetera Investment Advisers first reported a position in Sony in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Sony position peaked at $10.6M in Q4 2025.
  • 742 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.