Corient Private Wealth
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Corient Private Wealth’s Sony SONY Stock Holding History

Corient Private Wealth’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 		$5.15M Buy
256,726
+75,681
+42% +$1.6M 0.01% 890
2026
Q1 		$3.57M Sell
181,045
-106,733
-37% -$2.39M 0.01% 975
2025
Q4 		$7.38M Sell
287,778
-25,159
-8% -$706K 0.01% 639
2025
Q3 		$9.01M Buy
312,937
+64,278
+26% +$1.73M 0.01% 543
2025
Q2 		$6.47M Sell
248,659
-2,130
-0.8% -$53.3K 0.01% 635
2025
Q1 		$6.37M Sell
250,789
-16,028
-6% -$370K 0.01% 622
2024
Q4 		$5.65M Sell
266,817
-18,668
-7% -$364K 0.01% 664
2024
Q3 		$5.51M Buy
285,485
+21,150
+8% +$385K 0.01% 722
2024
Q2 		$4.49M Buy
264,335
+2,780
+1% +$46K 0.01% 736
2024
Q1 		$4.49M Sell
261,555
-8,600
-3% -$158K 0.01% 732
2023
Q4 		$5.12M Buy
270,155
+91,655
+51% +$1.59M 0.01% 692
2023
Q3 		$2.95M Buy
178,500
+3,310
+2% +$57.8K 0.01% 778
2023
Q2 		$3.15M Buy
175,190
+19,615
+13% +$368K 0.01% 760
2023
Q1 		$2.82M Buy
155,575
+64,175
+70% +$1.11M 0.01% 746
2022
Q4 		$1.38M Buy
+91,400
New +$1.37M 0.01% 815

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

Corient Private Wealth's SONY Position: Q2 2026 in Review

Corient Private Wealth increased its Sony (SONY) stake by 42% in Q2 2026, buying an estimated $1.6M and bringing the position to 256,726 shares worth $5.15M. The position accounts for 0.01% of the portfolio, ranked #890.

Corient Private Wealth first reported a position in SONY in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.01M in Q3 2025. 741 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Corient Private Wealth held 256,726 shares of Sony worth $5.15M as of Q2 2026.
  • Corient Private Wealth bought 75,681 Sony shares in Q2 2026, an estimated $1.6M.
  • Sony made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #890 holding.
  • Corient Private Wealth first reported a position in Sony in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Sony position peaked at $9.01M in Q3 2025.
  • 741 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.