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 Q2	$16.6K	Hold	825	–	–	﹤0.01%	387
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 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

Cherry Tree Wealth Management's SONY Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Sony (SONY) position steady in Q2 2026 at 825 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Cherry Tree Wealth Management first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.8K in Q3 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Cherry Tree Wealth Management held 825 shares of Sony worth $16.6K as of Q2 2026.
Cherry Tree Wealth Management left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #387 holding.
Cherry Tree Wealth Management first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
Cherry Tree Wealth Management's Sony position peaked at $23.8K in Q3 2025.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.