Estate Planners Group’s Sony SONY Stock Holding History

Estate Planners Group’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	–	Sell	-60	Closed	-$1.54K	–	361
2025 Q4	$1.54K	Buy	+60	New	+$1.68K	﹤0.01%	410

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Estate Planners Group's SONY Position: Q1 2026 in Review

Estate Planners Group sold out of Sony (SONY) in Q1 2026, closing a stake of 60 shares — an estimated $1.54K sold.

Estate Planners Group first reported a position in SONY in Q4 2025 and held it in 1 quarter. The position peaked at $1.54K in Q4 2025. 738 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Estate Planners Group reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 60 Sony shares in Q1 2026, an estimated $1.54K.
Estate Planners Group first reported a position in Sony in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Sony position peaked at $1.54K in Q4 2025.
738 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.