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Fortitude Family Office’s Sony SONY Stock Holding History

Fortitude Family Office’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
Q2 		$36.3K Hold
1,810
– – 0.01% 354
2026
Q1 		$37.5K Sell
1,810
-185
-9% -$4.14K 0.01% 287
2025
Q4 		$51.1K Buy
1,995
+350
+21% +$9.83K 0.01% 246
2025
Q3 		$47.4K Sell
1,645
-1
-0.1% -$27 0.01% 249
2025
Q2 		$42.8K Sell
1,646
-174
-10% -$4.35K 0.01% 268
2025
Q1 		$46.2K Sell
1,820
-485
-21% -$11.2K 0.02% 241
2024
Q4 		$48.8K Sell
2,305
-130
-5% -$2.53K 0.02% 265
2024
Q3 		$47K Buy
2,435
+780
+47% +$14.2K 0.02% 253
2024
Q2 		$28.1K Hold
1,655
– – 0.02% 251
2024
Q1 		$28.4K Hold
1,655
– – 0.02% 229
2023
Q4 		$31.3K Buy
+1,655
New +$28.7K 0.02% 228

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fortitude Family Office's SONY Position: Q2 2026 in Review

Fortitude Family Office held its Sony (SONY) position steady in Q2 2026 at 1,810 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #354.

Fortitude Family Office first reported a position in SONY in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.1K in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Fortitude Family Office held 1,810 shares of Sony worth $36.3K as of Q2 2026.
  • Fortitude Family Office left its Sony share count unchanged in Q2 2026.
  • Sony made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #354 holding.
  • Fortitude Family Office first reported a position in Sony in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Sony position peaked at $51.1K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.