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Concurrent Investment Advisors’s Sony SONY Stock Holding History

Concurrent Investment 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 		$599K Buy
29,848
+5,666
+23% +$119K 0.01% 1302
2026
Q1 		$501K Buy
24,182
+3,954
+20% +$88.6K 0.01% 1212
2025
Q4 		$518K Buy
20,228
+9,046
+81% +$254K 0.01% 1132
2025
Q3 		$322K Buy
11,182
+532
+5% +$14.3K 0.01% 1120
2025
Q2 		$277K Buy
10,650
+2,583
+32% +$64.6K 0.01% 1097
2025
Q1 		$205K Buy
+8,067
New +$186K 0.01% 1113

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

Concurrent Investment Advisors's SONY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Sony (SONY) stake by 23% in Q2 2026, buying an estimated $119K and bringing the position to 29,848 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #1302.

Concurrent Investment Advisors first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Concurrent Investment Advisors held 29,848 shares of Sony worth $599K as of Q2 2026.
  • Concurrent Investment Advisors bought 5,666 Sony shares in Q2 2026, an estimated $119K.
  • Sony made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1302 holding.
  • Concurrent Investment Advisors first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.