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Foundations Investment Advisors’s Sony SONY Stock Holding History

Foundations Investment 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
-8,419
Closed -$216K – 1241
2025
Q4 		$216K Sell
8,419
-525
-6% -$14.7K ﹤0.01% 1031
2025
Q3 		$257K Sell
8,944
-272
-3% -$7.31K ﹤0.01% 914
2025
Q2 		$240K Buy
+9,216
New +$231K ﹤0.01% 819

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

Foundations Investment Advisors's SONY Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Sony (SONY) in Q1 2026, closing a stake of 8,419 shares — an estimated $216K sold.

Foundations Investment Advisors first reported a position in SONY in Q2 2025 and held it in 3 quarters. The position peaked at $257K in Q3 2025. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 8,419 Sony shares in Q1 2026, an estimated $216K.
  • Foundations Investment Advisors first reported a position in Sony in Q2 2025 and held it in 3 quarters.
  • Foundations Investment Advisors's Sony position peaked at $257K in Q3 2025.
  • 736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.