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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
-915
Closed -$15.6K – 2298
2024
Q1 		$15.6K Sell
915
-60
-6% -$1.1K ﹤0.01% 613
2023
Q4 		$471K Buy
975
+310
+47% +$5.38K 0.01% 455
2023
Q3 		$466K Buy
665
+215
+48% +$3.75K 0.01% 443
2023
Q2 		$16.9K Sell
450
-5
-1% -$94 0.05% 168
2023
Q1 		$8.36K Buy
455
+75
+20% +$1.3K 0.26% 72
2022
Q4 		$15.1K Sell
380
-6,660
-95% -$99.5K 0.08% 154
2022
Q3 		$5.92K Sell
7,040
-2,800
-28% -$44.9K 0.2% 86
2022
Q2 		$7.81K Sell
9,840
-12,305
-56% -$218K 0.24% 78
2022
Q1 		$14.8K Buy
22,145
+1,355
+7% +$29.5K 0.42% 56
2021
Q4 		$19.2K Buy
20,790
+20,105
+2,935% +$479K 0.43% 49
2021
Q3 		$111K Sell
685
-150
-18% -$3.14K 0.05% 330
2021
Q2 		$97K Sell
835
-200
-19% -$4.05K 0.03% 355
2021
Q1 		$21.9K Sell
1,035
-35
-3% -$739 0.45% 30
2020
Q4 		$22K Buy
+1,070
New +$18.6K 0.02% 124
2020
Q2 		– Sell
-8,090
Closed -$95.6K – 764
2020
Q1 		$95.6K Sell
8,090
-5,215
-39% -$68.3K 0.3% 39
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
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 24 quarters since. The position peaked at $541K in Q3 2018. 736 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 24 quarters since.
  • Financial Gravity Asset Management's Sony position peaked at $541K in Q3 2018.
  • 736 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.