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Connecticut Wealth Management’s Sony SONY Stock Holding History

Connecticut Wealth 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 		– Sell
-11,180
Closed -$286K – 340
2025
Q4 		$286K Hold
11,180
– – 0.01% 270
2025
Q3 		$322K Hold
11,180
– – 0.01% 266
2025
Q2 		$291K Sell
11,180
-135
-1% -$3.38K 0.01% 260
2025
Q1 		$287K Buy
+11,315
New +$261K 0.02% 260

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 $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

Connecticut Wealth Management's SONY Position: Q1 2026 in Review

Connecticut Wealth Management sold out of Sony (SONY) in Q1 2026, closing a stake of 11,180 shares — an estimated $286K sold.

Connecticut Wealth Management first reported a position in SONY in Q1 2025 and held it in 4 quarters. The position peaked at $322K in Q3 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Connecticut Wealth Management reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Connecticut Wealth Management sold 11,180 Sony shares in Q1 2026, an estimated $286K.
  • Connecticut Wealth Management first reported a position in Sony in Q1 2025 and held it in 4 quarters.
  • Connecticut Wealth Management's Sony position peaked at $322K in Q3 2025.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.