Crewe Advisors’s Sony SONY Stock Holding History

Crewe Advisors’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	$213K	Buy	10,629 +79	+0.7%	+$1.67K	0.02%	225
2026 Q1	$218K	Sell	10,550 -46	-0.4%	-$1.03K	0.02%	205
2025 Q4	$271K	Buy	10,596 +46	+0.4%	+$1.29K	0.02%	180
2025 Q3	$304K	Buy	+10,550	New	+$284K	0.03%	162
2024 Q3	–	Sell	-11,500	Closed	-$195K	–	961
2024 Q2	$195K	Buy	11,500 +870	+8%	+$14.4K	0.02%	179
2024 Q1	$182K	Buy	+10,630	New	+$195K	0.02%	180
2023 Q4	–	Sell	-10,550	Closed	-$174K	–	657
2023 Q3	$174K	Hold	10,550	–	–	0.03%	74
2023 Q2	$190K	Hold	10,550	–	–	0.03%	142
2023 Q1	$191K	Hold	10,550	–	–	0.03%	162
2022 Q4	$161K	Hold	10,550	–	–	0.03%	177
2022 Q3	$135K	Hold	10,550	–	–	0.02%	191
2022 Q2	$173K	Hold	10,550	–	–	0.04%	149
2022 Q1	$217K	Sell	10,550 -510	-5%	-$11.1K	0.04%	109
2021 Q4	$280K	Hold	11,060	–	–	0.06%	66
2021 Q3	$245K	Hold	11,060	–	–	0.06%	59
2021 Q2	$215K	Hold	11,060	–	–	0.05%	68
2021 Q1	$234K	Hold	11,060	–	–	0.06%	55
2020 Q4	$224K	Sell	11,060 -190	-2%	-$3.3K	0.09%	55
2020 Q3	$173K	Buy	11,250 +3,330	+42%	+$51.8K	0.08%	55
2020 Q2	$110K	Hold	7,920	–	–	0.05%	73
2020 Q1	$94K	Hold	7,920	–	–	0.06%	65
2019 Q4	$108K	Buy	7,920 +7,410	+1,453%	+$92.4K	0.05%	78
2019 Q3	$6K	Hold	510	–	–	﹤0.01%	191
2019 Q2	$5K	Hold	510	–	–	﹤0.01%	240
2019 Q1	$4K	Buy	+510	New	+$4.77K	﹤0.01%	205

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

Crewe Advisors's SONY Position: Q2 2026 in Review

Crewe Advisors increased its Sony (SONY) stake by 0.75% in Q2 2026, buying an estimated $1.67K and bringing the position to 10,629 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #225.

Crewe Advisors first reported a position in SONY in Q1 2019 and has held it in 25 quarters since. The position peaked at $304K in Q3 2025. 742 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Crewe Advisors held 10,629 shares of Sony worth $213K as of Q2 2026.
Crewe Advisors bought 79 Sony shares in Q2 2026, an estimated $1.67K.
Sony made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #225 holding.
Crewe Advisors first reported a position in Sony in Q1 2019 and has held it in 25 quarters since.
Crewe Advisors's Sony position peaked at $304K in Q3 2025.
742 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.