Exencial Wealth Advisors’s Sony SONY Stock Holding History

Exencial 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	$1.42M	Buy	+68,454	New	+$1.53M	0.04%	253
2022 Q4	–	Sell	-74,015	Closed	-$948K	–	436
2022 Q3	$948K	Buy	74,015 +2,515	+4%	+$40.3K	0.06%	213
2022 Q2	$1.17M	Buy	71,500 +6,395	+10%	+$113K	0.07%	205
2022 Q1	$1.34M	Buy	65,105 +12,210	+23%	+$265K	0.07%	210
2021 Q4	$1.34M	Sell	52,895 -4,240	-7%	-$101K	0.06%	210
2021 Q3	$1.26M	Buy	57,135 +10,250	+22%	+$215K	0.05%	171
2021 Q2	$912K	Buy	46,885 +24,835	+113%	+$503K	0.05%	243
2021 Q1	$468K	Buy	+22,050	New	+$466K	0.03%	284

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

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

Exencial Wealth Advisors opened a new position in Sony (SONY) in Q1 2026: 68,454 shares worth $1.42M. The stake represents 0.04% of the portfolio and ranks #253 among its holdings. This is a return to the name: Exencial Wealth Advisors previously reported a position in SONY as recently as Q3 2022.

Exencial Wealth Advisors first reported a position in SONY in Q1 2021 and has held it in 8 quarters since. 737 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Exencial Wealth Advisors held 68,454 shares of Sony worth $1.42M as of Q1 2026.
Sony was a new Exencial Wealth Advisors position in Q1 2026.
Sony made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #253 holding.
Exencial Wealth Advisors first reported a position in Sony in Q1 2021 and has held it in 8 quarters since.
737 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.