CA
SONY icon

CoreCap Advisors’s Sony SONY Stock Holding History

CoreCap 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 		$301 Sell
15
-3,870
-100% -$81.6K ﹤0.01% 2944
2026
Q1 		$80.4K Sell
3,885
-245
-6% -$5.49K ﹤0.01% 1115
2025
Q4 		$106K Buy
4,130
+18
+0.4% +$505 ﹤0.01% 1008
2025
Q3 		$118K Sell
4,112
-970
-19% -$26.1K ﹤0.01% 970
2025
Q2 		$132K Buy
5,082
+565
+13% +$14.1K 0.01% 888
2025
Q1 		$115K Sell
4,517
-460
-9% -$10.6K 0.01% 853
2024
Q4 		$105K Sell
4,977
-23
-0.5% -$448 ﹤0.01% 909
2024
Q3 		$96.6K Buy
+5,000
New +$91.1K ﹤0.01% 931
2024
Q2 		– Sell
-1,950
Closed -$33.4K – 2443
2024
Q1 		$33.4K Buy
+1,950
New +$35.8K ﹤0.01% 1273
2022
Q4 		$11.1K Buy
+725
New +$10.8K ﹤0.01% 1514
2022
Q3 		– Sell
-1,545
Closed -$25K – 1846
2022
Q2 		$25K Buy
+1,545
New +$27.4K ﹤0.01% 1170
2022
Q1 		– Sell
-6,365
Closed -$161K – 1849
2021
Q4 		$161K Buy
+6,365
New +$152K 0.01% 592

Other funds holding SONY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CoreCap Advisors's SONY Position: Q2 2026 in Review

CoreCap Advisors reduced its Sony (SONY) stake by 100% in Q2 2026, selling an estimated $81.6K and leaving 15 shares worth $301. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

CoreCap Advisors first reported a position in SONY in Q4 2021 and has held it in 12 quarters since. The position peaked at $161K in Q4 2021. 121 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • CoreCap Advisors held 15 shares of Sony worth $301 as of Q2 2026.
  • CoreCap Advisors sold 3,870 Sony shares in Q2 2026, an estimated $81.6K.
  • Sony made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2944 holding.
  • CoreCap Advisors first reported a position in Sony in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's Sony position peaked at $161K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.