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
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 $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

Cetera Investment Advisers's SONY Position: Q1 2026 in Review

Cetera Investment Advisers increased its Sony (SONY) stake by 2.9% in Q1 2026, buying an estimated $267K and bringing the position to 424,385 shares worth $8.78M. The position accounts for 0.01% of the portfolio, ranked #1140.

Cetera Investment Advisers first reported a position in SONY in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.6M in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Cetera Investment Advisers held 424,385 shares of Sony worth $8.78M as of Q1 2026.
  • Cetera Investment Advisers bought 11,901 Sony shares in Q1 2026, an estimated $267K.
  • Sony made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1140 holding.
  • Cetera Investment Advisers first reported a position in Sony in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's Sony position peaked at $10.6M in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.