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
2026 Q2	$1K	Buy	+20,000	New	+$422K	﹤0.01%	4274
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 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 Planning's SONY Position: Q2 2026 in Review

Creative Planning reduced its Sony (SONY) stake by 2% in Q2 2026, selling an estimated $787K and leaving 1,835,524 shares worth $36.8M. The position accounts for 0.02% of the portfolio, ranked #300.

Creative Planning first reported a position in SONY in Q2 2013 and has held it in 53 quarters since. The position peaked at $51.6M in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Creative Planning held 1,835,524 shares of Sony worth $36.8M as of Q2 2026.
Creative Planning sold 37,342 Sony shares in Q2 2026, an estimated $787K.
Sony made up 0.02% of Creative Planning's portfolio in Q2 2026, its #300 holding.
Creative Planning first reported a position in Sony in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Sony position peaked at $51.6M in Q3 2025.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.