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Chicago Capital’s Sony SONY Stock Holding History

Chicago Capital’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 		$253K Hold
12,615
– – 0.01% 335
2026
Q1 		$261K Hold
12,615
– – 0.01% 319
2025
Q4 		$323K Hold
12,615
– – 0.01% 303
2025
Q3 		$363K Hold
12,615
– – 0.01% 285
2025
Q2 		$328K Hold
12,615
– – 0.01% 294
2025
Q1 		$320K Hold
12,615
– – 0.01% 282
2024
Q4 		$267K Sell
12,615
-130
-1% -$2.53K 0.01% 285
2024
Q3 		$246K Hold
12,745
– – 0.01% 288
2024
Q2 		$217K Hold
12,745
– – 0.01% 290
2024
Q1 		$219K Sell
12,745
-2,235
-15% -$41.1K 0.01% 278
2023
Q4 		$284K Buy
14,980
+2,235
+18% +$38.8K 0.01% 241
2023
Q3 		$210K Hold
12,745
– – 0.01% 216
2023
Q2 		$230K Hold
12,745
– – 0.01% 210
2023
Q1 		$231K Buy
+12,745
New +$221K 0.01% 207
2022
Q3 		– Sell
-12,745
Closed -$208K – 243
2022
Q2 		$208K Hold
12,745
– – 0.01% 225
2022
Q1 		$262K Hold
12,745
– – 0.01% 222
2021
Q4 		$322K Hold
12,745
– – 0.01% 209
2021
Q3 		$282K Hold
12,745
– – 0.01% 217
2021
Q2 		$248K Sell
12,745
-85
-0.7% -$1.72K 0.01% 221
2021
Q1 		$272K Hold
12,830
– – 0.01% 214
2020
Q4 		$259K Buy
+12,830
New +$223K 0.01% 207

Other funds holding SONY

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Chicago Capital's SONY Position: Q2 2026 in Review

Chicago Capital held its Sony (SONY) position steady in Q2 2026 at 12,615 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #335.

Chicago Capital first reported a position in SONY in Q4 2020 and has held it in 21 quarters since. The position peaked at $363K in Q3 2025. 281 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Chicago Capital held 12,615 shares of Sony worth $253K as of Q2 2026.
  • Chicago Capital left its Sony share count unchanged in Q2 2026.
  • Sony made up 0.01% of Chicago Capital's portfolio in Q2 2026, its #335 holding.
  • Chicago Capital first reported a position in Sony in Q4 2020 and has held it in 21 quarters since.
  • Chicago Capital's Sony position peaked at $363K in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.