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Dynamic Advisor Solutions’s Sony SONY Stock Holding History

Dynamic Advisor Solutions’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
-8,748
Closed -$224K – 992
2025
Q4 		$224K Buy
8,748
+214
+3% +$6.01K 0.01% 871
2025
Q3 		$246K Buy
8,534
+67
+0.8% +$1.8K 0.01% 844
2025
Q2 		$220K Buy
+8,467
New +$212K 0.01% 833
2024
Q4 		– Sell
-24,475
Closed -$473K – 815
2024
Q3 		$473K Sell
24,475
-17,495
-42% -$319K 0.01% 628
2024
Q2 		$713K Buy
41,970
+700
+2% +$11.6K 0.02% 534
2024
Q1 		$708K Buy
41,270
+50
+0.1% +$919 0.02% 513
2023
Q4 		$752K Buy
41,220
+940
+2% +$16.3K 0.03% 480
2023
Q3 		$664K Buy
40,280
+13,765
+52% +$240K 0.03% 452
2023
Q2 		$477K Buy
26,515
+1,080
+4% +$20.3K 0.02% 509
2023
Q1 		$461K Buy
25,435
+130
+0.5% +$2.25K 0.03% 487
2022
Q4 		$386K Buy
25,305
+2,080
+9% +$31.1K 0.03% 504
2022
Q3 		$298K Buy
23,225
+215
+0.9% +$3.44K 0.02% 528
2022
Q2 		$376K Buy
23,010
+555
+2% +$9.83K 0.03% 474
2022
Q1 		$461K Sell
22,455
-1,395
-6% -$30.3K 0.03% 452
2021
Q4 		$603K Buy
23,850
+35
+0.1% +$833 0.04% 383
2021
Q3 		$527K Buy
23,815
+1,205
+5% +$25.2K 0.04% 436
2021
Q2 		$440K Sell
22,610
-1,300
-5% -$26.3K 0.03% 461
2021
Q1 		$507K Buy
23,910
+965
+4% +$20.4K 0.05% 383
2020
Q4 		$464K Buy
22,945
+1,980
+9% +$34.4K 0.04% 379
2020
Q3 		$322K Buy
20,965
+1,090
+5% +$17K 0.04% 411
2020
Q2 		$275K Buy
19,875
+1,480
+8% +$19.2K 0.04% 400
2020
Q1 		$218K Sell
18,395
-1,985
-10% -$26K 0.04% 391
2019
Q4 		$277K Buy
20,380
+365
+2% +$4.55K 0.04% 428
2019
Q3 		$237K Sell
20,015
-170
-0.8% -$1.92K 0.04% 427
2019
Q2 		$211K Buy
+20,185
New +$198K 0.03% 443
2014
Q4 		– Sell
-302,825
Closed -$1.09M – 212
2014
Q3 		$1.09M Buy
+302,825
New +$1.09M 0.59% 46

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

Dynamic Advisor Solutions's SONY Position: Q1 2026 in Review

Dynamic Advisor Solutions sold out of Sony (SONY) in Q1 2026, closing a stake of 8,748 shares — an estimated $224K sold.

Dynamic Advisor Solutions first reported a position in SONY in Q3 2014 and held it in 26 quarters. The position peaked at $1.09M in Q3 2014. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Dynamic Advisor Solutions reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,748 Sony shares in Q1 2026, an estimated $224K.
  • Dynamic Advisor Solutions first reported a position in Sony in Q3 2014 and held it in 26 quarters.
  • Dynamic Advisor Solutions's Sony position peaked at $1.09M in Q3 2014.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2026, filed 8 Apr 2026.