Cornerstone Planning Group’s Sony SONY Stock Holding History

Cornerstone Planning Group’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	$9.5K	Sell	454 -229	-34%	-$4.83K	﹤0.01%	907
2026 Q1	$13.7K	Hold	683	–	–	﹤0.01%	806
2025 Q4	$15.2K	Buy	683 +661	+3,005%	+$18.6K	﹤0.01%	667
2025 Q3	$568	Sell	22 -63	-74%	-$1.69K	﹤0.01%	1446
2025 Q2	$2.08K	Sell	85 -160	-65%	-$4K	﹤0.01%	934
2025 Q1	$6.1K	Buy	245 +160	+188%	+$3.7K	﹤0.01%	683
2024 Q4	$1.78K	Buy	+85	New	+$1.66K	﹤0.01%	823
2024 Q2	–	Sell	-70	Closed	-$1.18K	–	1334
2024 Q1	$1.18K	Sell	70 -25	-26%	-$460	﹤0.01%	746
2023 Q4	$1.8K	Hold	95	–	–	﹤0.01%	653
2023 Q3	$1.57K	Sell	95 -450	-83%	-$7.85K	﹤0.01%	706
2023 Q2	$9.81K	Buy	+545	New	+$10.2K	﹤0.01%	674
2022 Q4	$9.15K	Buy	+520	New	+$7.77K	﹤0.01%	674

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Planning Group's SONY Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Sony (SONY) stake by 34% in Q2 2026, selling an estimated $4.83K and leaving 454 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Cornerstone Planning Group first reported a position in SONY in Q4 2022 and has held it in 12 quarters since. The position peaked at $15.2K in Q4 2025. 447 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Cornerstone Planning Group held 454 shares of Sony worth $9.5K as of Q2 2026.
Cornerstone Planning Group sold 229 Sony shares in Q2 2026, an estimated $4.83K.
Sony made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #907 holding.
Cornerstone Planning Group first reported a position in Sony in Q4 2022 and has held it in 12 quarters since.
Cornerstone Planning Group's Sony position peaked at $15.2K in Q4 2025.
447 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.