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EP Wealth Advisors’s Sony SONY Stock Holding History

EP Wealth 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 		$1.06M Buy
52,779
+12,322
+30% +$260K ﹤0.01% 730
2026
Q1 		$837K Sell
40,457
-4,385
-10% -$98.3K ﹤0.01% 701
2025
Q4 		$1.15M Buy
+44,842
New +$1.26M 0.01% 585
2025
Q2 		$1.24M Buy
47,521
+1,409
+3% +$35.3K 0.01% 518
2025
Q1 		$1.17M Sell
46,112
-2,761
-6% -$63.8K 0.01% 466
2024
Q4 		$1.03M Buy
48,873
+2,748
+6% +$53.5K 0.01% 490
2024
Q3 		$891K Sell
46,125
-450
-1% -$8.2K 0.01% 525
2024
Q2 		$791K Buy
46,575
+7,960
+21% +$132K 0.01% 428
2024
Q1 		$662K Buy
38,615
+1,285
+3% +$23.6K 0.01% 454
2023
Q4 		$707K Buy
37,330
+215
+0.6% +$3.73K 0.01% 428
2023
Q3 		$612K Buy
+37,115
New +$648K 0.01% 423
2022
Q3 		– Sell
-13,705
Closed -$224K – 595
2022
Q2 		$224K Buy
+13,705
New +$243K 0.01% 546
2021
Q2 		– Sell
-10,460
Closed -$222K – 547
2021
Q1 		$222K Sell
10,460
-25
-0.2% -$528 0.01% 455
2020
Q4 		$212K Buy
+10,485
New +$182K 0.01% 402

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

EP Wealth Advisors's SONY Position: Q2 2026 in Review

EP Wealth Advisors increased its Sony (SONY) stake by 30% in Q2 2026, buying an estimated $260K and bringing the position to 52,779 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #730.

EP Wealth Advisors first reported a position in SONY in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.24M in Q2 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • EP Wealth Advisors held 52,779 shares of Sony worth $1.06M as of Q2 2026.
  • EP Wealth Advisors bought 12,322 Sony shares in Q2 2026, an estimated $260K.
  • Sony made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #730 holding.
  • EP Wealth Advisors first reported a position in Sony in Q4 2020 and has held it in 14 quarters since.
  • EP Wealth Advisors's Sony position peaked at $1.24M in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.