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Diversify Advisory Services’s Sony SONY Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-24,745
Closed -$595K – 755
2025
Q4 		$595K Sell
24,745
-800
-3% -$22.5K 0.02% 548
2025
Q3 		$714K Sell
25,545
-4,277
-14% -$115K 0.02% 458
2025
Q2 		$811K Buy
29,822
+12,599
+73% +$315K 0.03% 380
2025
Q1 		$443K Buy
17,223
+1,485
+9% +$34.3K 0.03% 384
2024
Q4 		$320K Sell
15,738
-80,332
-84% -$1.56M 0.02% 465
2024
Q3 		$344K Buy
96,070
+74,650
+349% +$1.36M 0.02% 468
2024
Q2 		$387K Sell
21,420
-42,220
-66% -$698K 0.02% 432
2024
Q1 		$1.1M Buy
+63,640
New +$1.17M 0.06% 235

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Diversify Advisory Services's SONY Position: Q1 2026 in Review

Diversify Advisory Services sold out of Sony (SONY) in Q1 2026, closing a stake of 24,745 shares — an estimated $595K sold.

Diversify Advisory Services first reported a position in SONY in Q1 2024 and held it in 8 quarters. The position peaked at $1.1M in Q1 2024. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Diversify Advisory Services reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 24,745 Sony shares in Q1 2026, an estimated $595K.
  • Diversify Advisory Services first reported a position in Sony in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's Sony position peaked at $1.1M in Q1 2024.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.