Clark Capital Management Group’s Sony SONY Stock Holding History

Clark Capital Management Group’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	$36.8M	Sell	1,779,474 -95,077	-5%	-$2.13M	0.23%	128
2025 Q4	$48M	Buy	+1,874,551	New	+$52.6M	0.29%	117
2023 Q4	–	Sell	-1,615,800	Closed	-$26.6M	–	402
2023 Q3	$26.6M	Buy	1,615,800 +47,475	+3%	+$828K	0.27%	128
2023 Q2	$28.2M	Sell	1,568,325 -983,830	-39%	-$18.5M	0.25%	122
2023 Q1	$46.3M	Buy	+2,552,155	New	+$44.2M	0.52%	54
2021 Q3	–	Sell	-1,402,745	Closed	-$27.3M	–	360
2021 Q2	$27.3M	Buy	1,402,745 +60,595	+5%	+$1.23M	0.38%	103
2021 Q1	$28.5M	Sell	1,342,150 -539,430	-29%	-$11.4M	0.43%	87
2020 Q4	$38M	Sell	1,881,580 -43,475	-2%	-$756K	0.63%	38
2020 Q3	$29.6M	Sell	1,925,055 -694,525	-27%	-$10.8M	0.56%	52
2020 Q2	$36.2M	Buy	+2,619,580	New	+$34M	0.68%	34

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clark Capital Management Group's SONY Position: Q1 2026 in Review

Clark Capital Management Group reduced its Sony (SONY) stake by 5.1% in Q1 2026, selling an estimated $2.13M and leaving 1,779,474 shares worth $36.8M. The position accounts for 0.23% of the portfolio, ranked #128.

Clark Capital Management Group first reported a position in SONY in Q2 2020 and has held it in 10 quarters since. The position peaked at $48M in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Clark Capital Management Group held 1,779,474 shares of Sony worth $36.8M as of Q1 2026.
Clark Capital Management Group sold 95,077 Sony shares in Q1 2026, an estimated $2.13M.
Sony made up 0.23% of Clark Capital Management Group's portfolio in Q1 2026, its #128 holding.
Clark Capital Management Group first reported a position in Sony in Q2 2020 and has held it in 10 quarters since.
Clark Capital Management Group's Sony position peaked at $48M in Q4 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.