DCM
SONY icon

Dorato Capital Management’s Sony SONY Stock Holding History

Dorato Capital Management’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 		$500K Buy
23,974
+900
+4% +$19K 0.34% 64
2026
Q1 		$493K Buy
23,074
+249
+1% +$5.58K 0.36% 64
2025
Q4 		$550K Buy
+22,825
New +$641K 0.41% 56

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

Dorato Capital Management's SONY Position: Q2 2026 in Review

Dorato Capital Management increased its Sony (SONY) stake by 3.9% in Q2 2026, buying an estimated $19K and bringing the position to 23,974 shares worth $500K. The position accounts for 0.34% of the portfolio, ranked #64.

Dorato Capital Management first reported a position in SONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $550K in Q4 2025. 388 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Dorato Capital Management held 23,974 shares of Sony worth $500K as of Q2 2026.
  • Dorato Capital Management bought 900 Sony shares in Q2 2026, an estimated $19K.
  • Sony made up 0.34% of Dorato Capital Management's portfolio in Q2 2026, its #64 holding.
  • Dorato Capital Management first reported a position in Sony in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Sony position peaked at $550K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.