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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EP Wealth Advisors's SONY Position: Q1 2026 in Review

EP Wealth Advisors reduced its Sony (SONY) stake by 9.8% in Q1 2026, selling an estimated $98.3K and leaving 40,457 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

EP Wealth Advisors first reported a position in SONY in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.24M in Q2 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

EP Wealth Advisors held 40,457 shares of Sony worth $837K as of Q1 2026.
EP Wealth Advisors sold 4,385 Sony shares in Q1 2026, an estimated $98.3K.
Sony made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #701 holding.
EP Wealth Advisors first reported a position in Sony in Q4 2020 and has held it in 13 quarters since.
EP Wealth Advisors's Sony position peaked at $1.24M in Q2 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.