CW
SONY icon

CreativeOne Wealth’s Sony SONY Stock Holding History

CreativeOne 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
Q1 		– Sell
-8,197
Closed -$210K – 1252
2025
Q4 		$210K Buy
8,197
+963
+13% +$27K 0.01% 1101
2025
Q3 		$208K Sell
7,234
-3,648
-34% -$98.1K 0.01% 1090
2025
Q2 		$283K Buy
10,882
+16
+0.1% +$400 0.01% 939
2025
Q1 		$276K Sell
10,866
-167
-2% -$3.86K 0.01% 892
2024
Q4 		$233K Buy
11,033
+638
+6% +$12.4K 0.01% 969
2024
Q3 		$201K Buy
+10,395
New +$189K 0.01% 909
2022
Q1 		– Sell
-8,925
Closed -$226K – 810
2021
Q4 		$226K Sell
8,925
-1,940
-18% -$46.2K 0.01% 678
2021
Q3 		$240K Buy
+10,865
New +$227K 0.01% 613

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

CreativeOne Wealth's SONY Position: Q1 2026 in Review

CreativeOne Wealth sold out of Sony (SONY) in Q1 2026, closing a stake of 8,197 shares — an estimated $210K sold.

CreativeOne Wealth first reported a position in SONY in Q3 2021 and held it in 8 quarters. The position peaked at $283K in Q2 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • CreativeOne Wealth reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 8,197 Sony shares in Q1 2026, an estimated $210K.
  • CreativeOne Wealth first reported a position in Sony in Q3 2021 and held it in 8 quarters.
  • CreativeOne Wealth's Sony position peaked at $283K in Q2 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.