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Cresset Asset Management’s Sony SONY Stock Holding History

Cresset Asset Management’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 		$432K Sell
21,550
-4,867
-18% -$103K ﹤0.01% 1229
2026
Q1 		$547K Sell
26,417
-5,648
-18% -$127K ﹤0.01% 1020
2025
Q4 		$821K Buy
32,065
+9,638
+43% +$271K ﹤0.01% 871
2025
Q3 		$647K Buy
22,427
+636
+3% +$17.1K ﹤0.01% 914
2025
Q2 		$567K Sell
21,791
-7,859
-27% -$197K ﹤0.01% 878
2025
Q1 		$753K Sell
29,650
-20,667
-41% -$478K ﹤0.01% 891
2024
Q4 		$1.06M Sell
50,317
-210,163
-81% -$4.09M 0.01% 773
2024
Q3 		$5.03M Sell
260,480
-3,395
-1% -$61.9K 0.02% 453
2024
Q2 		$4.48M Buy
263,875
+57,130
+28% +$945K 0.02% 455
2024
Q1 		$3.55M Buy
206,745
+21,125
+11% +$388K 0.02% 442
2023
Q4 		$3.52M Buy
185,620
+45,240
+32% +$785K 0.02% 407
2023
Q3 		$2.31M Buy
140,380
+20,525
+17% +$358K 0.01% 500
2023
Q2 		$2.16M Buy
+119,855
New +$2.25M ﹤0.01% 631
2022
Q3 		– Sell
-14,570
Closed -$239K – 952
2022
Q2 		$239K Sell
14,570
-6,375
-30% -$113K ﹤0.01% 776
2022
Q1 		$431K Sell
20,945
-2,655
-11% -$57.7K ﹤0.01% 650
2021
Q4 		$597K Sell
23,600
-11,355
-32% -$270K 0.01% 640
2021
Q3 		$773K Buy
34,955
+15,570
+80% +$326K 0.01% 473
2021
Q2 		$377K Buy
19,385
+4,030
+26% +$81.7K 0.01% 671
2021
Q1 		$325K Buy
15,355
+2,700
+21% +$57K 0.01% 641
2020
Q4 		$256K Sell
12,655
-6,460
-34% -$112K ﹤0.01% 610
2020
Q3 		$294K Buy
19,115
+5
+0% +$78 0.01% 524
2020
Q2 		$264K Buy
+19,110
New +$248K 0.01% 510
2019
Q4 		– Sell
-17,530
Closed -$207K – 644
2019
Q3 		$207K Buy
+17,530
New +$198K 0.01% 497
2019
Q2 		– Sell
-6,205
Closed -$52K – 1505
2019
Q1 		$52K Buy
6,205
+5,720
+1,179% +$53.5K ﹤0.01% 762
2018
Q4 		$5K Buy
+485
New +$5.13K ﹤0.01% 1034

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Cresset Asset Management's SONY Position: Q2 2026 in Review

Cresset Asset Management reduced its Sony (SONY) stake by 18% in Q2 2026, selling an estimated $103K and leaving 21,550 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Cresset Asset Management first reported a position in SONY in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.03M in Q3 2024. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Cresset Asset Management held 21,550 shares of Sony worth $432K as of Q2 2026.
  • Cresset Asset Management sold 4,867 Sony shares in Q2 2026, an estimated $103K.
  • Sony made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1229 holding.
  • Cresset Asset Management first reported a position in Sony in Q4 2018 and has held it in 25 quarters since.
  • Cresset Asset Management's Sony position peaked at $5.03M in Q3 2024.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.