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Ellsworth Advisors’s Sony SONY Stock Holding History

Ellsworth Advisors’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 		$2.25M Buy
108,491
+5,915
+6% +$125K 0.37% 70
2026
Q1 		$2.12M Buy
102,576
+6,402
+7% +$143K 0.4% 73
2025
Q4 		$2.32M Buy
96,174
+401
+0.4% +$11.3K 0.46% 74
2025
Q3 		$2.77M Buy
95,773
+1,041
+1% +$28K 0.59% 57
2025
Q2 		$2.47M Buy
94,732
+1,576
+2% +$39.4K 0.6% 56
2025
Q1 		$2.37M Buy
93,156
+864
+0.9% +$20K 0.62% 51
2024
Q4 		$1.95M Buy
92,292
+3,447
+4% +$67.1K 0.51% 64
2024
Q3 		$1.72M Buy
88,845
+5,675
+7% +$103K 0.44% 61
2024
Q2 		$1.41M Buy
+83,170
New +$1.38M 0.39% 68

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

Ellsworth Advisors's SONY Position: Q2 2026 in Review

Ellsworth Advisors increased its Sony (SONY) stake by 5.8% in Q2 2026, buying an estimated $125K and bringing the position to 108,491 shares worth $2.25M. The position accounts for 0.37% of the portfolio, ranked #70.

Ellsworth Advisors first reported a position in SONY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.77M in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Ellsworth Advisors held 108,491 shares of Sony worth $2.25M as of Q2 2026.
  • Ellsworth Advisors bought 5,915 Sony shares in Q2 2026, an estimated $125K.
  • Sony made up 0.37% of Ellsworth Advisors's portfolio in Q2 2026, its #70 holding.
  • Ellsworth Advisors first reported a position in Sony in Q2 2024 and has held it in 9 quarters since.
  • Ellsworth Advisors's Sony position peaked at $2.77M in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.