Envestnet Portfolio Solutions’s Sony SONY Stock Holding History

Envestnet Portfolio 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 Q2	$483K	Sell	24,092 -2,550	-10%	-$53.8K	﹤0.01%	1007
2026 Q1	$551K	Sell	26,642 -25,225	-49%	-$565K	﹤0.01%	855
2025 Q4	$1.33M	Buy	51,867 +4,957	+11%	+$139K	﹤0.01%	664
2025 Q3	$1.35M	Sell	46,910 -13,659	-23%	-$367K	0.01%	646
2025 Q2	$1.58M	Sell	60,569 -13,001	-18%	-$325K	0.01%	639
2025 Q1	$1.87M	Sell	73,570 -91,958	-56%	-$2.12M	0.01%	608
2024 Q4	$3.5M	Sell	165,528 -1,807	-1%	-$35.2K	0.01%	491
2024 Q3	$3.23M	Buy	167,335 +7,665	+5%	+$140K	0.01%	509
2024 Q2	$2.71M	Buy	159,670 +6,555	+4%	+$108K	0.01%	550
2024 Q1	$2.63M	Sell	153,115 -1,330	-0.9%	-$24.4K	0.01%	553
2023 Q4	$2.92M	Buy	154,445 +16,185	+12%	+$281K	0.01%	484
2023 Q3	$2.28M	Buy	+138,260	New	+$2.41M	0.01%	515

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Envestnet Portfolio Solutions's SONY Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Sony (SONY) stake by 9.6% in Q2 2026, selling an estimated $53.8K and leaving 24,092 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Envestnet Portfolio Solutions first reported a position in SONY in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.5M in Q4 2024. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Envestnet Portfolio Solutions held 24,092 shares of Sony worth $483K as of Q2 2026.
Envestnet Portfolio Solutions sold 2,550 Sony shares in Q2 2026, an estimated $53.8K.
Sony made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1007 holding.
Envestnet Portfolio Solutions first reported a position in Sony in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Sony position peaked at $3.5M in Q4 2024.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.