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Clearstead Advisors’s Sony SONY Stock Holding History

Clearstead Advisors’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 		$1.39M Sell
69,064
-31,385
-31% -$662K 0.01% 466
2026
Q1 		$2.08M Buy
100,449
+57,624
+135% +$1.29M 0.02% 357
2025
Q4 		$1.1M Buy
42,825
+1,973
+5% +$55.4K 0.01% 455
2025
Q3 		$1.18M Buy
40,852
+228
+0.6% +$6.13K 0.02% 419
2025
Q2 		$1.06M Buy
40,624
+2,695
+7% +$67.4K 0.01% 425
2025
Q1 		$963K Buy
37,929
+9,443
+33% +$218K 0.01% 418
2024
Q4 		$603K Buy
28,486
+581
+2% +$11.3K 0.01% 526
2024
Q3 		$539K Sell
27,905
-1,095
-4% -$20K 0.01% 550
2024
Q2 		$493K Buy
29,000
+45
+0.2% +$744 0.01% 539
2024
Q1 		$441K Sell
28,955
-615
-2% -$11.3K 0.02% 329
2023
Q4 		$560K Buy
29,570
+1,135
+4% +$19.7K 0.03% 296
2023
Q3 		$469K Buy
28,435
+255
+0.9% +$4.45K 0.03% 299
2023
Q2 		$507K Hold
28,180
– – 0.03% 290
2023
Q1 		$511K Buy
28,180
+275
+1% +$4.77K 0.04% 255
2022
Q4 		$426K Hold
27,905
– – 0.03% 277
2022
Q3 		$358K Hold
27,905
– – 0.03% 278
2022
Q2 		$456K Sell
27,905
-965
-3% -$17.1K 0.04% 265
2022
Q1 		$594K Buy
28,870
+27,965
+3,090% +$608K 0.04% 246
2021
Q4 		$23K Sell
905
-2,265
-71% -$53.9K ﹤0.01% 797
2021
Q3 		$70K Buy
+3,170
New +$66.4K 0.01% 558

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

Clearstead Advisors's SONY Position: Q2 2026 in Review

Clearstead Advisors reduced its Sony (SONY) stake by 31% in Q2 2026, selling an estimated $662K and leaving 69,064 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #466.

Clearstead Advisors first reported a position in SONY in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.08M in Q1 2026. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Clearstead Advisors held 69,064 shares of Sony worth $1.39M as of Q2 2026.
  • Clearstead Advisors sold 31,385 Sony shares in Q2 2026, an estimated $662K.
  • Sony made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #466 holding.
  • Clearstead Advisors first reported a position in Sony in Q3 2021 and has held it in 20 quarters since.
  • Clearstead Advisors's Sony position peaked at $2.08M in Q1 2026.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.