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CX Institutional’s Sony SONY Stock Holding History

CX Institutional’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 		$9K Buy
473
+239
+102% +$5.04K ﹤0.01% 1315
2026
Q1 		$5K Sell
234
-45
-16% -$1.01K ﹤0.01% 1370
2025
Q4 		$7K Buy
279
+216
+343% +$6.06K ﹤0.01% 1242
2025
Q3 		$2K Hold
63
– – ﹤0.01% 1318
2025
Q2 		$2K Hold
63
– – ﹤0.01% 1160
2025
Q1 		$2K Buy
+63
New +$1.46K ﹤0.01% 1152

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

CX Institutional's SONY Position: Q2 2026 in Review

CX Institutional increased its Sony (SONY) stake by 102% in Q2 2026, buying an estimated $5.04K and bringing the position to 473 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

CX Institutional first reported a position in SONY in Q1 2025 and has held it in 6 quarters since. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • CX Institutional held 473 shares of Sony worth $9K as of Q2 2026.
  • CX Institutional bought 239 Sony shares in Q2 2026, an estimated $5.04K.
  • Sony made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1315 holding.
  • CX Institutional first reported a position in Sony in Q1 2025 and has held it in 6 quarters since.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.