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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
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 $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clean Yield Group's SONY Position: Q1 2026 in Review

Clean Yield Group held its Sony (SONY) position steady in Q1 2026 at 400 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Clean Yield Group first reported a position in SONY in Q1 2019 and has held it in 8 quarters since. The position peaked at $16.1K in Q3 2024. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Clean Yield Group held 400 shares of Sony worth $8.28K as of Q1 2026.
  • Clean Yield Group left its Sony share count unchanged in Q1 2026.
  • Sony made up ﹤0.01% of Clean Yield Group's portfolio in Q1 2026, its #311 holding.
  • Clean Yield Group first reported a position in Sony in Q1 2019 and has held it in 8 quarters since.
  • Clean Yield Group's Sony position peaked at $16.1K in Q3 2024.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.