CVA Family Office’s Sony SONY Stock Holding History

CVA Family Office’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	$28.7K	Hold	1,431	–	–	﹤0.01%	725
2026 Q1	$29.6K	Hold	1,431	–	–	﹤0.01%	706
2025 Q4	$36.6K	Hold	1,431	–	–	﹤0.01%	598
2025 Q3	$41.2K	Hold	1,431	–	–	0.01%	579
2025 Q2	$37.2K	Hold	1,431	–	–	0.01%	585
2025 Q1	$36.3K	Sell	1,431 -52,500	-97%	-$1.21M	0.01%	574
2024 Q4	$1.14M	Sell	53,931 -4	-0%	-$78	0.18%	84
2024 Q3	$1.04M	Buy	53,935 +115	+0.2%	+$2.1K	0.17%	89
2024 Q2	$914K	Buy	53,820 +52,395	+3,677%	+$866K	0.16%	90
2024 Q1	$24.4K	Hold	1,425	–	–	﹤0.01%	606
2023 Q4	$27K	Buy	+1,425	New	+$24.7K	0.01%	575
2023 Q3	–	Sell	-1,310	Closed	-$23.6K	–	832
2023 Q2	$23.6K	Buy	1,310 +65	+5%	+$1.22K	﹤0.01%	585
2023 Q1	$22.6K	Sell	1,245 -200	-14%	-$3.47K	0.01%	574
2022 Q4	$22K	Buy	1,445 +200	+16%	+$2.99K	0.01%	546
2022 Q3	$16K	Hold	1,245	–	–	﹤0.01%	569
2022 Q2	$20K	Hold	1,245	–	–	0.01%	547
2022 Q1	$26K	Hold	1,245	–	–	0.01%	518
2021 Q4	$31K	Buy	+1,245	New	+$29.6K	0.01%	450
2021 Q3	–	Sell	-1,245	Closed	-$24K	–	807
2021 Q2	$24K	Buy	+1,245	New	+$25.2K	0.01%	496

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

CVA Family Office's SONY Position: Q2 2026 in Review

CVA Family Office held its Sony (SONY) position steady in Q2 2026 at 1,431 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

CVA Family Office first reported a position in SONY in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q4 2024. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

CVA Family Office held 1,431 shares of Sony worth $28.7K as of Q2 2026.
CVA Family Office left its Sony share count unchanged in Q2 2026.
Sony made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #725 holding.
CVA Family Office first reported a position in Sony in Q2 2021 and has held it in 19 quarters since.
CVA Family Office's Sony position peaked at $1.14M in Q4 2024.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.