Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.12K Sell
56
-474
-89% -$9.99K ﹤0.01% 1017
2026
Q1
$11K Buy
+530
New +$11.9K ﹤0.01% 798
2024
Q4
Sell
-150
Closed -$2.9K 1034
2024
Q3
$2.9K Buy
+150
New +$2.73K ﹤0.01% 866

Other funds holding SONY

GHP Investment Advisors's SONY Position: Q2 2026 in Review

GHP Investment Advisors reduced its Sony (SONY) stake by 89% in Q2 2026, selling an estimated $9.99K and leaving 56 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

GHP Investment Advisors first reported a position in SONY in Q3 2024 and has held it in 3 quarters since. The position peaked at $11K in Q1 2026. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • GHP Investment Advisors held 56 shares of Sony worth $1.12K as of Q2 2026.
  • GHP Investment Advisors sold 474 Sony shares in Q2 2026, an estimated $9.99K.
  • Sony made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1017 holding.
  • GHP Investment Advisors first reported a position in Sony in Q3 2024 and has held it in 3 quarters since.
  • GHP Investment Advisors's Sony position peaked at $11K in Q1 2026.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.