Copeland Capital Management’s Sony SONY Stock Holding History

Copeland 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	–	Sell	-660	Closed	-$16.9K	–	278
2025 Q4	$16.9K	Hold	660	–	–	﹤0.01%	241
2025 Q3	$19K	Hold	660	–	–	﹤0.01%	233
2025 Q2	$17.2K	Hold	660	–	–	﹤0.01%	224
2025 Q1	$16.8K	Sell	660 -191	-22%	-$4.41K	﹤0.01%	226
2024 Q4	$18K	Sell	851 -34	-4%	-$662	﹤0.01%	224
2024 Q3	$17.1K	Buy	+885	New	+$16.1K	﹤0.01%	212
2024 Q2	–	Sell	-695	Closed	-$11.9K	–	234
2024 Q1	$11.9K	Buy	695 +510	+276%	+$9.38K	﹤0.01%	212
2023 Q4	$3.5K	Hold	185	–	–	﹤0.01%	232
2023 Q3	$3.05K	Hold	185	–	–	﹤0.01%	246
2023 Q2	$3.33K	Hold	185	–	–	﹤0.01%	259
2023 Q1	$3K	Hold	185	–	–	﹤0.01%	245
2022 Q4	$3K	Hold	185	–	–	﹤0.01%	249
2022 Q3	$2K	Hold	185	–	–	﹤0.01%	261
2022 Q2	$3K	Hold	185	–	–	﹤0.01%	236
2022 Q1	$4K	Hold	185	–	–	﹤0.01%	225
2021 Q4	$5K	Hold	185	–	–	﹤0.01%	218
2021 Q3	$4K	Sell	185 -35	-16%	-$733	﹤0.01%	221
2021 Q2	$4K	Hold	220	–	–	﹤0.01%	220
2021 Q1	$5K	Hold	220	–	–	﹤0.01%	217
2020 Q4	$4K	Buy	220 +40	+22%	+$696	﹤0.01%	211
2020 Q3	$3K	Buy	180 +30	+20%	+$467	﹤0.01%	206
2020 Q2	$2K	Buy	+150	New	+$1.95K	﹤0.01%	235

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Copeland Capital Management sold out of Sony (SONY) in Q1 2026, closing a stake of 660 shares — an estimated $16.9K sold.

Copeland Capital Management first reported a position in SONY in Q2 2020 and held it in 22 quarters. The position peaked at $19K in Q3 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Copeland Capital Management reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
Copeland Capital Management sold 660 Sony shares in Q1 2026, an estimated $16.9K.
Copeland Capital Management first reported a position in Sony in Q2 2020 and held it in 22 quarters.
Copeland Capital Management's Sony position peaked at $19K in Q3 2025.
736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.