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Clean Yield Group’s Sony SONY Stock Holding History

Clean Yield 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
Q2 		– Sell
-400
Closed -$8.28K – 410
2026
Q1 		$8.28K Hold
400
– – ﹤0.01% 311
2025
Q4 		$10.2K Hold
400
– – ﹤0.01% 312
2025
Q3 		$11.5K Hold
400
– – ﹤0.01% 308
2025
Q2 		$10.4K Hold
400
– – ﹤0.01% 295
2025
Q1 		$10.2K Hold
400
– – ﹤0.01% 311
2024
Q4 		$8.46K Sell
400
-435
-52% -$8.47K ﹤0.01% 336
2024
Q3 		$16.1K Buy
+835
New +$15.2K 0.01% 303
2019
Q2 		– Sell
-425
Closed -$4K – 357
2019
Q1 		$4K Buy
+425
New +$3.98K ﹤0.01% 286

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Clean Yield Group's SONY Position: Q2 2026 in Review

Clean Yield Group sold out of Sony (SONY) in Q2 2026, closing a stake of 400 shares — an estimated $8.28K sold.

Clean Yield Group first reported a position in SONY in Q1 2019 and held it in 8 quarters. The position peaked at $16.1K in Q3 2024. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Clean Yield Group reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Clean Yield Group sold 400 Sony shares in Q2 2026, an estimated $8.28K.
  • Clean Yield Group first reported a position in Sony in Q1 2019 and held it in 8 quarters.
  • Clean Yield Group's Sony position peaked at $16.1K in Q3 2024.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.