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Ethic Inc’s Sony SONY Stock Holding History

Ethic Inc’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 		$10.4M Buy
516,600
+20,035
+4% +$422K 0.13% 146
2026
Q1 		$10.3M Sell
496,565
-28,029
-5% -$628K 0.16% 130
2025
Q4 		$13.4M Buy
524,594
+13,157
+3% +$369K 0.21% 92
2025
Q3 		$14.7M Buy
511,437
+38,056
+8% +$1.02M 0.24% 72
2025
Q2 		$12.4M Buy
473,381
+11,220
+2% +$281K 0.22% 86
2025
Q1 		$11.6M Sell
462,161
-9,536
-2% -$220K 0.24% 86
2024
Q4 		$9.98M Buy
471,697
+44,302
+10% +$863K 0.2% 94
2024
Q3 		$7.33M Buy
427,395
+80,230
+23% +$1.46M 0.19% 115
2024
Q2 		$5.9M Sell
347,165
-80,230
-19% -$1.33M 0.14% 159
2024
Q1 		$7.33M Sell
427,395
-172,300
-29% -$3.17M 0.19% 115
2023
Q4 		$11.4M Buy
599,695
+91,670
+18% +$1.59M 0.34% 52
2023
Q3 		$8.37M Buy
508,025
+68,435
+16% +$1.19M 0.29% 70
2023
Q2 		$7.92M Buy
439,590
+11,690
+3% +$219K 0.29% 68
2023
Q1 		$7.76M Buy
427,900
+20,670
+5% +$358K 0.31% 64
2022
Q4 		$6.21M Buy
407,230
+99,020
+32% +$1.48M 0.34% 63
2022
Q3 		$3.95M Buy
308,210
+25,615
+9% +$410K 0.27% 94
2022
Q2 		$4.62M Buy
282,595
+16,050
+6% +$284K 0.32% 71
2022
Q1 		$5.47M Buy
266,545
+86,495
+48% +$1.88M 0.38% 51
2021
Q4 		$4.55M Buy
180,050
+36,015
+25% +$858K 0.35% 62
2021
Q3 		$3.19M Buy
144,035
+56,035
+64% +$1.17M 0.33% 67
2021
Q2 		$1.71M Buy
88,000
+15,120
+21% +$306K 0.21% 118
2021
Q1 		$1.54M Buy
72,880
+12,970
+22% +$274K 0.28% 83
2020
Q4 		$1.21M Buy
59,910
+15,090
+34% +$262K 0.32% 77
2020
Q3 		$688K Buy
44,820
+9,720
+28% +$151K 0.26% 100
2020
Q2 		$485K Buy
35,100
+16,705
+91% +$217K 0.28% 102
2020
Q1 		$218K Buy
+18,395
New +$241K 0.18% 170

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

Ethic Inc's SONY Position: Q2 2026 in Review

Ethic Inc increased its Sony (SONY) stake by 4% in Q2 2026, buying an estimated $422K and bringing the position to 516,600 shares worth $10.4M. The position accounts for 0.13% of the portfolio, ranked #146.

Ethic Inc first reported a position in SONY in Q1 2020 and has held it in 26 quarters since. The position peaked at $14.7M in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Ethic Inc held 516,600 shares of Sony worth $10.4M as of Q2 2026.
  • Ethic Inc bought 20,035 Sony shares in Q2 2026, an estimated $422K.
  • Sony made up 0.13% of Ethic Inc's portfolio in Q2 2026, its #146 holding.
  • Ethic Inc first reported a position in Sony in Q1 2020 and has held it in 26 quarters since.
  • Ethic Inc's Sony position peaked at $14.7M in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.