Dorsey & Whitney Trust’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.3M | Buy |
62,829
+4,495
| +8% | +$101K | 0.07% | 233 |
|
|
2025
Q4 | $1.49M | Buy |
58,334
+1,944
| +3% | +$54.6K | 0.08% | 209 |
|
|
2025
Q3 | $1.62M | Sell |
56,390
-2,770
| -5% | -$74.5K | 0.09% | 189 |
|
|
2025
Q2 | $1.54M | Sell |
59,160
-7,492
| -11% | -$187K | 0.08% | 199 |
|
|
2025
Q1 | $1.69M | Sell |
66,652
-1,583
| -2% | -$36.6K | 0.1% | 192 |
|
|
2024
Q4 | $1.44M | Sell |
68,235
-735
| -1% | -$14.3K | 0.08% | 205 |
|
|
2024
Q3 | $1.33M | Buy |
68,970
+4,060
| +6% | +$74K | 0.07% | 219 |
|
|
2024
Q2 | $1.1M | Sell |
64,910
-635
| -1% | -$10.5K | 0.08% | 207 |
|
|
2024
Q1 | $1.12M | Sell |
65,545
-3,885
| -6% | -$71.4K | 0.08% | 206 |
|
|
2023
Q4 | $1.31M | Buy |
69,430
+6,755
| +11% | +$117K | 0.1% | 182 |
|
|
2023
Q3 | $1.03M | Buy |
62,675
+5,240
| +9% | +$91.4K | 0.09% | 198 |
|
|
2023
Q2 | $1.03M | Buy |
57,435
+560
| +1% | +$10.5K | 0.09% | 201 |
|
|
2023
Q1 | $1.03M | Buy |
56,875
+240
| +0.4% | +$4.16K | 0.09% | 197 |
|
|
2022
Q4 | $864K | Buy |
56,635
+8,330
| +17% | +$124K | 0.08% | 218 |
|
|
2022
Q3 | $619K | Sell |
48,305
-3,350
| -6% | -$53.7K | 0.06% | 251 |
|
|
2022
Q2 | $844K | Buy |
51,655
+3,825
| +8% | +$67.8K | 0.09% | 210 |
|
|
2022
Q1 | $983K | Sell |
47,830
-15,115
| -24% | -$329K | 0.09% | 203 |
|
|
2021
Q4 | $1.59M | Sell |
62,945
-4,675
| -7% | -$111K | 0.13% | 152 |
|
|
2021
Q3 | $1.5M | Buy |
67,620
+1,000
| +2% | +$20.9K | 0.14% | 147 |
|
|
2021
Q2 | $1.29M | Buy |
66,620
+6,470
| +11% | +$131K | 0.12% | 160 |
|
|
2021
Q1 | $1.27M | Hold |
60,150
| – | – | 0.13% | 162 |
|
|
2020
Q4 | $1.22M | Buy |
60,150
+11,205
| +23% | +$195K | 0.14% | 143 |
|
|
2020
Q3 | $751K | Hold |
48,945
| – | – | 0.1% | 175 |
|
|
2020
Q2 | $677K | Buy |
48,945
+775
| +2% | +$10.1K | 0.09% | 186 |
|
|
2020
Q1 | $570K | Buy |
48,170
+5,305
| +12% | +$69.5K | 0.1% | 182 |
|
|
2019
Q4 | $583K | Hold |
42,865
| – | – | 0.08% | 206 |
|
|
2019
Q3 | $506K | Buy |
42,865
+14,210
| +50% | +$160K | 0.07% | 218 |
|
|
2019
Q2 | $301K | Buy |
+28,655
| New | +$281K | 0.05% | 291 |
|
|
2019
Q1 | – | Sell |
-49,175
| Closed | -$474K | – | 418 |
|
|
2018
Q4 | $474K | Buy |
49,175
+6,150
| +14% | +$65.1K | 0.08% | 189 |
|
|
2018
Q3 | $521K | Buy |
43,025
+2,870
| +7% | +$31.6K | 0.08% | 191 |
|
|
2018
Q2 | $412K | Buy |
40,155
+3,330
| +9% | +$32.4K | 0.07% | 207 |
|
|
2018
Q1 | $356K | Hold |
36,825
| – | – | 0.07% | 217 |
|
|
2017
Q4 | $332K | Buy |
+36,825
| New | +$316K | 0.06% | 218 |
|
|
2017
Q3 | – | Sell |
-27,910
| Closed | -$212K | – | 361 |
|
|
2017
Q2 | $212K | Buy |
+27,910
| New | +$198K | 0.04% | 305 |
|
Other funds holding SONY
MIP
Dorsey & Whitney Trust's SONY Position: Q1 2026 in Review
Dorsey & Whitney Trust increased its Sony (SONY) stake by 7.7% in Q1 2026, buying an estimated $101K and bringing the position to 62,829 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #233.
Dorsey & Whitney Trust first reported a position in SONY in Q2 2017 and has held it in 34 quarters since. The position peaked at $1.69M in Q1 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.
- Dorsey & Whitney Trust held 62,829 shares of Sony worth $1.3M as of Q1 2026.
- Dorsey & Whitney Trust bought 4,495 Sony shares in Q1 2026, an estimated $101K.
- Sony made up 0.07% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #233 holding.
- Dorsey & Whitney Trust first reported a position in Sony in Q2 2017 and has held it in 34 quarters since.
- Dorsey & Whitney Trust's Sony position peaked at $1.69M in Q1 2025.
- 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.
Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.