Evelyn Partners Asset Management’s Sony SONY Stock Holding History

Evelyn Partners Asset Management’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	$33.1K	Buy	+1,600	New	+$35.9K	0.01%	198

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

Evelyn Partners Asset Management's SONY Position: Q1 2026 in Review

Evelyn Partners Asset Management opened a new position in Sony (SONY) in Q1 2026: 1,600 shares worth $33.1K. The stake represents 0.01% of the portfolio and ranks #198 among its holdings.

737 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Evelyn Partners Asset Management held 1,600 shares of Sony worth $33.1K as of Q1 2026.
Sony was a new Evelyn Partners Asset Management position in Q1 2026.
Sony made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #198 holding.
737 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.