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Coldstream Capital Management’s Sony SONY Stock Holding History

Coldstream Capital Management’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 		$647K Sell
31,268
-9,992
-24% -$224K 0.01% 617
2025
Q4 		$1.06M Sell
41,260
-8,126
-16% -$228K 0.01% 442
2025
Q3 		$1.42M Buy
49,386
+12,096
+32% +$325K 0.02% 381
2025
Q2 		$971K Buy
37,290
+19,167
+106% +$480K 0.02% 433
2025
Q1 		$460K Buy
18,123
+267
+1% +$6.17K 0.01% 648
2024
Q4 		$378K Sell
17,856
-2,109
-11% -$41.1K 0.01% 716
2024
Q3 		$352K Buy
19,965
+3,755
+23% +$68.4K 0.01% 757
2024
Q2 		$275K Hold
16,210
– – 0.01% 791
2024
Q1 		$278K Buy
16,210
+525
+3% +$9.65K 0.01% 797
2023
Q4 		$297K Buy
+15,685
New +$272K 0.01% 711

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 $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 $6.48B 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 $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 $484B AUM 34.9% 1-Year Est. Return

Coldstream Capital Management's SONY Position: Q1 2026 in Review

Coldstream Capital Management reduced its Sony (SONY) stake by 24% in Q1 2026, selling an estimated $224K and leaving 31,268 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #617.

Coldstream Capital Management first reported a position in SONY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.42M in Q3 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Coldstream Capital Management held 31,268 shares of Sony worth $647K as of Q1 2026.
  • Coldstream Capital Management sold 9,992 Sony shares in Q1 2026, an estimated $224K.
  • Sony made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #617 holding.
  • Coldstream Capital Management first reported a position in Sony in Q4 2023 and has held it in 10 quarters since.
  • Coldstream Capital Management's Sony position peaked at $1.42M in Q3 2025.
  • 736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.