Crestwood Advisors Group’s Sony SONY Stock Holding History

Crestwood Advisors Group’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	$279K	Sell	13,919 -179	-1%	-$3.77K	﹤0.01%	705
2026 Q1	$292K	Sell	14,098 -142	-1%	-$3.18K	﹤0.01%	583
2025 Q4	$365K	Buy	14,240 +1,175	+9%	+$33K	0.01%	464
2025 Q3	$376K	Sell	13,065 -54	-0.4%	-$1.45K	0.01%	411
2025 Q2	$341K	Buy	13,119 +180	+1%	+$4.5K	0.01%	414
2025 Q1	$329K	Buy	12,939 +1,889	+17%	+$43.6K	0.01%	407
2024 Q4	$234K	Buy	+11,050	New	+$215K	﹤0.01%	430

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

Crestwood Advisors Group's SONY Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Sony (SONY) stake by 1.3% in Q2 2026, selling an estimated $3.77K and leaving 13,919 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Crestwood Advisors Group first reported a position in SONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $376K in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Crestwood Advisors Group held 13,919 shares of Sony worth $279K as of Q2 2026.
Crestwood Advisors Group sold 179 Sony shares in Q2 2026, an estimated $3.77K.
Sony made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #705 holding.
Crestwood Advisors Group first reported a position in Sony in Q4 2024 and has held it in 7 quarters since.
Crestwood Advisors Group's Sony position peaked at $376K in Q3 2025.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.