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Cherry Tree Wealth Management’s Sony SONY Stock Holding History

Cherry Tree Wealth Management’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 		$17.1K Hold
825
– – ﹤0.01% 363
2025
Q4 		$21.1K Hold
825
– – ﹤0.01% 350
2025
Q3 		$23.8K Hold
825
– – 0.01% 318
2025
Q2 		$21.5K Sell
825
-25
-3% -$626 0.01% 337
2025
Q1 		$21.6K Hold
850
– – 0.01% 347
2024
Q4 		$18K Buy
850
+25
+3% +$487 ﹤0.01% 351
2024
Q3 		$15.9K Hold
825
– – ﹤0.01% 368
2024
Q2 		$14K Hold
825
– – ﹤0.01% 362
2024
Q1 		$14.1K Hold
825
– – ﹤0.01% 349
2023
Q4 		$15.6K Buy
+825
New +$14.3K ﹤0.01% 320

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cherry Tree Wealth Management's SONY Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Sony (SONY) position steady in Q1 2026 at 825 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Cherry Tree Wealth Management first reported a position in SONY in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.8K in Q3 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Cherry Tree Wealth Management held 825 shares of Sony worth $17.1K as of Q1 2026.
  • Cherry Tree Wealth Management left its Sony share count unchanged in Q1 2026.
  • Sony made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #363 holding.
  • Cherry Tree Wealth Management first reported a position in Sony in Q4 2023 and has held it in 10 quarters since.
  • Cherry Tree Wealth Management's Sony position peaked at $23.8K in Q3 2025.
  • 736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.