Financial Gravity Asset Management’s Sony SONY Stock Holding History

Financial Gravity 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	$21	Hold	1	–	–	﹤0.01%	911
2025 Q4	$26	Buy	+1	New	+$28	﹤0.01%	724
2024 Q2	–	Sell	-230	Closed	-$3.93K	–	1738
2024 Q1	$3.93K	Sell	230 -80	-26%	-$1.47K	﹤0.01%	609
2023 Q4	$5.82K	Buy	+310	New	+$5.38K	﹤0.01%	567
2021 Q3	$111K	Sell	685 -150	-18%	-$3.14K	0.05%	330
2021 Q2	$97K	Buy	+835	New	+$16.9K	0.03%	355
2020 Q4	$22K	Buy	+1,070	New	+$18.6K	0.02%	124
2019 Q4	$68K	Sell	13,305 -6,715	-34%	-$83.7K	0.05%	493
2019 Q3	$237K	Sell	20,020 -2,725	-12%	-$30.8K	0.2%	103
2019 Q2	$238K	Sell	22,745 -6,020	-21%	-$59.1K	0.2%	119
2019 Q1	$247K	Buy	+28,765	New	+$269K	0.2%	109
2018 Q3	$541K	Buy	53,055 +6,695	+14%	+$73.7K	0.57%	29
2018 Q2	$507K	Buy	46,360 +7,395	+19%	+$71.9K	0.48%	31
2018 Q1	$364K	Buy	+38,965	New	+$384K	0.37%	44

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

Financial Gravity Asset Management's SONY Position: Q1 2026 in Review

Financial Gravity Asset Management held its Sony (SONY) position steady in Q1 2026 at 1 share worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Financial Gravity Asset Management first reported a position in SONY in Q1 2018 and has held it in 14 quarters since. The position peaked at $541K in Q3 2018. 738 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Financial Gravity Asset Management held 1 share of Sony worth $21 as of Q1 2026.
Financial Gravity Asset Management left its Sony share count unchanged in Q1 2026.
Sony made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #911 holding.
Financial Gravity Asset Management first reported a position in Sony in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's Sony position peaked at $541K in Q3 2018.
738 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.