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GeoWealth Management’s Sony SONY Stock Holding History

GeoWealth 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 		$248K Sell
11,978
-10,523
-47% -$236K 0.01% 672
2025
Q4 		$576K Buy
22,501
+7,494
+50% +$210K 0.02% 405
2025
Q3 		$432K Buy
15,007
+6,077
+68% +$163K 0.02% 477
2025
Q2 		$232K Buy
8,930
+1,640
+22% +$41K 0.01% 616
2025
Q1 		$185K Sell
7,290
-554
-7% -$12.8K 0.01% 677
2024
Q4 		$166K Buy
7,844
+2,334
+42% +$45.5K 0.01% 825
2024
Q3 		$106K Buy
+5,510
New +$100K ﹤0.01% 880

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GeoWealth Management's SONY Position: Q1 2026 in Review

GeoWealth Management reduced its Sony (SONY) stake by 47% in Q1 2026, selling an estimated $236K and leaving 11,978 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #672.

GeoWealth Management first reported a position in SONY in Q3 2024 and has held it in 7 quarters since. The position peaked at $576K in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • GeoWealth Management held 11,978 shares of Sony worth $248K as of Q1 2026.
  • GeoWealth Management sold 10,523 Sony shares in Q1 2026, an estimated $236K.
  • Sony made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #672 holding.
  • GeoWealth Management first reported a position in Sony in Q3 2024 and has held it in 7 quarters since.
  • GeoWealth Management's Sony position peaked at $576K in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.