Creative Financial Designs’s Sony SONY Stock Holding History

Creative Financial Designs’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	$14.5K	Sell	724 -458	-39%	-$9.65K	﹤0.01%	1418
2026 Q1	$24.5K	Buy	1,182 +431	+57%	+$9.66K	﹤0.01%	1141
2025 Q4	$19.2K	Sell	751 -7	-0.9%	-$197	﹤0.01%	1161
2025 Q3	$21.8K	Buy	758 +110	+17%	+$2.96K	﹤0.01%	1123
2025 Q2	$16.9K	Hold	648	–	–	﹤0.01%	1187
2025 Q1	$16.5K	Buy	648 +638	+6,380%	+$14.7K	﹤0.01%	1144
2024 Q4	$212	Hold	10	–	–	﹤0.01%	1758
2024 Q3	$193	Sell	10 -160	-94%	-$2.92K	﹤0.01%	1653
2024 Q2	$2.9K	Sell	170 -95	-36%	-$1.57K	﹤0.01%	1431
2024 Q1	$4.54K	Buy	265 +95	+56%	+$1.75K	﹤0.01%	1327
2023 Q4	$3.22K	Buy	170 +160	+1,600%	+$2.78K	﹤0.01%	1343
2023 Q3	$165	Hold	10	–	–	﹤0.01%	1474
2023 Q2	$180	Hold	10	–	–	﹤0.01%	1445
2023 Q1	$181	Hold	10	–	–	﹤0.01%	1371
2022 Q4	$153	Hold	10	–	–	﹤0.01%	1277
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1333
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1327
2022 Q1	$0	Hold	10	–	–	﹤0.01%	1317
2021 Q4	$0	Sell	10 -260	-96%	-$6.19K	﹤0.01%	1418
2021 Q3	$6K	Buy	270 +10	+4%	+$209	﹤0.01%	1128
2021 Q2	$5K	Hold	260	–	–	﹤0.01%	1186
2021 Q1	$6K	Hold	260	–	–	﹤0.01%	1030
2020 Q4	$5K	Hold	260	–	–	﹤0.01%	993
2020 Q3	$4K	Hold	260	–	–	﹤0.01%	991
2020 Q2	$4K	Buy	+260	New	+$3.38K	﹤0.01%	935
2017 Q2	–	Sell	-1,500	Closed	-$10K	–	831
2017 Q1	$10K	Hold	1,500	–	–	0.01%	404
2016 Q4	$8K	Buy	+1,500	New	+$9.11K	0.01%	426

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

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Creative Financial Designs's SONY Position: Q2 2026 in Review

Creative Financial Designs reduced its Sony (SONY) stake by 39% in Q2 2026, selling an estimated $9.65K and leaving 724 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Creative Financial Designs first reported a position in SONY in Q4 2016 and has held it in 27 quarters since. The position peaked at $24.5K in Q1 2026. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Creative Financial Designs held 724 shares of Sony worth $14.5K as of Q2 2026.
Creative Financial Designs sold 458 Sony shares in Q2 2026, an estimated $9.65K.
Sony made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1418 holding.
Creative Financial Designs first reported a position in Sony in Q4 2016 and has held it in 27 quarters since.
Creative Financial Designs's Sony position peaked at $24.5K in Q1 2026.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.