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Ellevest Inc’s Sony SONY Stock Holding History

Ellevest Inc’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 		$1.07M Sell
50,982
-3,736
-7% -$78.7K 0.13% 114
2026
Q1 		$1.13M Sell
54,718
-3,341
-6% -$74.9K 0.16% 91
2025
Q4 		$1.49M Sell
58,059
-3,686
-6% -$103K 0.21% 67
2025
Q3 		$1.78M Sell
61,745
-3,672
-6% -$98.7K 0.25% 52
2025
Q2 		$1.7M Sell
65,417
-6,194
-9% -$155K 0.27% 49
2025
Q1 		$1.82M Sell
71,611
-104
-0.1% -$2.4K 0.12% 55
2024
Q4 		$1.52M Buy
71,715
+24,215
+51% +$472K 0.09% 71
2024
Q3 		$917K Sell
47,500
-2,135
-4% -$38.9K 0.05% 116
2024
Q2 		$843K Sell
49,635
-38,605
-44% -$638K 0.05% 116
2024
Q1 		$1.51M Sell
88,240
-26,565
-23% -$488K 0.09% 69
2023
Q4 		$2.17M Buy
114,805
+27,120
+31% +$470K 0.15% 46
2023
Q3 		$1.45M Buy
87,685
+12,415
+16% +$217K 0.11% 56
2023
Q2 		$1.36M Buy
75,270
+2,305
+3% +$43.2K 0.1% 54
2023
Q1 		$1.32M Buy
72,965
+11,870
+19% +$206K 0.1% 55
2022
Q4 		$932K Buy
61,095
+37,110
+155% +$554K 0.08% 65
2022
Q3 		$307K Sell
23,985
-6,130
-20% -$98.2K 0.03% 176
2022
Q2 		$493K Sell
30,115
-6,800
-18% -$120K 0.05% 104
2022
Q1 		$758K Buy
36,915
+9,000
+32% +$196K 0.06% 69
2021
Q4 		$706K Buy
27,915
+1,740
+7% +$41.4K 0.06% 73
2021
Q3 		$579K Buy
26,175
+3,640
+16% +$76.2K 0.06% 82
2021
Q2 		$438K Buy
22,535
+3,040
+16% +$61.6K 0.04% 105
2021
Q1 		$413K Buy
19,495
+3,295
+20% +$69.6K 0.05% 92
2020
Q4 		$328K Buy
16,200
+3,910
+32% +$68K 0.05% 92
2020
Q3 		$189K Buy
12,290
+2,005
+19% +$31.2K 0.03% 139
2020
Q2 		$142K Buy
10,285
+5,815
+130% +$75.6K 0.03% 144
2020
Q1 		$53K Buy
4,470
+3,590
+408% +$47K 0.01% 219
2019
Q4 		$12K Buy
+880
New +$11K ﹤0.01% 508

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

Ellevest Inc's SONY Position: Q2 2026 in Review

Ellevest Inc reduced its Sony (SONY) stake by 6.8% in Q2 2026, selling an estimated $78.7K and leaving 50,982 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #114.

Ellevest Inc first reported a position in SONY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.17M in Q4 2023. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Ellevest Inc held 50,982 shares of Sony worth $1.07M as of Q2 2026.
  • Ellevest Inc sold 3,736 Sony shares in Q2 2026, an estimated $78.7K.
  • Sony made up 0.13% of Ellevest Inc's portfolio in Q2 2026, its #114 holding.
  • Ellevest Inc first reported a position in Sony in Q4 2019 and has held it in 27 quarters since.
  • Ellevest Inc's Sony position peaked at $2.17M in Q4 2023.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.