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Everpar Advisors’s Sony SONY Stock Holding History

Everpar 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 		– Sell
-13,190
Closed -$338K – 301
2025
Q4 		$338K Sell
13,190
-3,950
-23% -$111K 0.13% 178
2025
Q3 		$493K Sell
17,140
-1,627
-9% -$43.8K 0.2% 123
2025
Q2 		$489K Sell
18,767
-88
-0.5% -$2.2K 0.22% 120
2025
Q1 		$479K Sell
18,855
-2,024
-10% -$46.8K 0.25% 104
2024
Q4 		$442K Buy
20,879
+224
+1% +$4.36K 0.22% 126
2024
Q3 		$399K Sell
20,655
-4,440
-18% -$80.9K 0.21% 148
2024
Q2 		$426K Buy
25,095
+1,590
+7% +$26.3K 0.21% 148
2024
Q1 		$403K Sell
23,505
-24,365
-51% -$448K 0.25% 140
2023
Q4 		$907K Buy
+47,870
New +$830K 0.42% 73

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Everpar Advisors's SONY Position: Q1 2026 in Review

Everpar Advisors sold out of Sony (SONY) in Q1 2026, closing a stake of 13,190 shares — an estimated $338K sold.

Everpar Advisors first reported a position in SONY in Q4 2023 and held it in 9 quarters. The position peaked at $907K in Q4 2023. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Everpar Advisors reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Everpar Advisors sold 13,190 Sony shares in Q1 2026, an estimated $338K.
  • Everpar Advisors first reported a position in Sony in Q4 2023 and held it in 9 quarters.
  • Everpar Advisors's Sony position peaked at $907K in Q4 2023.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Everpar Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.