Corient IA’s Sony SONY Stock Holding History

Corient IA’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	-10,410	Closed	-$266K	–	286
2025 Q4	$266K	Sell	10,410 -9,590	-48%	-$269K	0.25%	165
2025 Q3	$576K	Buy	20,000 +2,500	+14%	+$67.2K	0.43%	72
2025 Q2	$456K	Hold	17,500	–	–	0.27%	139
2025 Q1	$444K	Buy	+17,500	New	+$404K	0.32%	122

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Corient IA's SONY Position: Q1 2026 in Review

Corient IA sold out of Sony (SONY) in Q1 2026, closing a stake of 10,410 shares — an estimated $266K sold.

Corient IA first reported a position in SONY in Q1 2025 and held it in 4 quarters. The position peaked at $576K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Corient IA reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
Corient IA sold 10,410 Sony shares in Q1 2026, an estimated $266K.
Corient IA first reported a position in Sony in Q1 2025 and held it in 4 quarters.
Corient IA's Sony position peaked at $576K in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.