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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
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 $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

Ellevest Inc's SONY Position: Q1 2026 in Review

Ellevest Inc reduced its Sony (SONY) stake by 5.8% in Q1 2026, selling an estimated $74.9K and leaving 54,718 shares worth $1.13M. The position accounts for 0.16% of the portfolio, ranked #91.

Ellevest Inc first reported a position in SONY in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.17M in Q4 2023. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Ellevest Inc held 54,718 shares of Sony worth $1.13M as of Q1 2026.
  • Ellevest Inc sold 3,341 Sony shares in Q1 2026, an estimated $74.9K.
  • Sony made up 0.16% of Ellevest Inc's portfolio in Q1 2026, its #91 holding.
  • Ellevest Inc first reported a position in Sony in Q4 2019 and has held it in 26 quarters since.
  • Ellevest Inc's Sony position peaked at $2.17M in Q4 2023.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.