Creative Planning
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Creative Planning’s Sony SONY Stock Holding History

Creative Planning’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
2020
Q1 		– Sell
-10,000
Closed -$38K – 2062
2019
Q4 		$38K Sell
10,000
-7,500
-43% -$93.5K ﹤0.01% 1843
2019
Q3 		$67K Hold
17,500
– – ﹤0.01% 1764
2019
Q2 		$46K Hold
17,500
– – ﹤0.01% 1822
2019
Q1 		$9K Buy
+17,500
New +$164K ﹤0.01% 1884

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Creative Planning's SONY Position: Q1 2026 in Review

Creative Planning increased its Sony (SONY) stake by 4.7% in Q1 2026, buying an estimated $1.88M and bringing the position to 1,872,866 shares worth $38.8M. The position accounts for 0.03% of the portfolio, ranked #265.

Creative Planning first reported a position in SONY in Q2 2013 and has held it in 52 quarters since. The position peaked at $51.6M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Creative Planning held 1,872,866 shares of Sony worth $38.8M as of Q1 2026.
  • Creative Planning bought 84,000 Sony shares in Q1 2026, an estimated $1.88M.
  • Sony made up 0.03% of Creative Planning's portfolio in Q1 2026, its #265 holding.
  • Creative Planning first reported a position in Sony in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Sony position peaked at $51.6M in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.