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Global Retirement Partners’s Sony SONY Stock Holding History

Global Retirement Partners’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 		$912K Buy
+45,476
New +$959K 0.01% 786
2025
Q4 		$1.35M Buy
52,587
+40,321
+329% +$1.13M 0.02% 562
2025
Q3 		$353K Sell
12,266
-3,421
-22% -$92K 0.01% 905
2025
Q2 		$408K Buy
+15,687
New +$393K 0.01% 802
2024
Q4 		$413K Buy
19,538
+203
+1% +$3.95K 0.01% 694
2024
Q3 		$373K Sell
19,335
-2,935
-13% -$53.5K 0.01% 722
2024
Q2 		$378K Buy
22,270
+13,680
+159% +$226K 0.01% 686
2024
Q1 		$147K Sell
8,590
-15
-0.2% -$276 0.01% 914
2023
Q4 		$169K Sell
8,605
-145
-2% -$2.52K 0.01% 825
2023
Q3 		$143K Sell
8,750
-85
-1% -$1.48K 0.01% 797
2023
Q2 		$159K Sell
8,835
-400
-4% -$7.5K 0.01% 780
2023
Q1 		$171K Buy
9,235
+1,900
+26% +$32.9K 0.01% 727
2022
Q4 		$112K Sell
7,335
-925
-11% -$13.8K 0.01% 778
2022
Q3 		$111K Buy
8,260
+1,130
+16% +$18.1K 0.01% 744
2022
Q2 		$117K Buy
7,130
+35
+0.5% +$620 0.01% 695
2022
Q1 		$126K Buy
+7,095
New +$154K 0.01% 684
2021
Q4 		– Sell
-5,225
Closed -$116K – 1559
2021
Q3 		$116K Buy
5,225
+1,160
+29% +$24.3K 0.01% 607
2021
Q2 		$79K Buy
4,065
+60
+1% +$1.22K 0.01% 700
2021
Q1 		$85K Buy
4,005
+30
+0.8% +$634 0.01% 613
2020
Q4 		$80K Buy
3,975
+1,355
+52% +$23.6K 0.01% 586
2020
Q3 		$40K Hold
2,620
– – 0.01% 699
2020
Q2 		$36K Buy
+2,620
New +$34K 0.01% 732
2020
Q1 		– Sell
-2,500
Closed -$34K – 1679
2019
Q4 		$34K Buy
+2,500
New +$31.2K 0.01% 758

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

Global Retirement Partners's SONY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Sony (SONY) in Q2 2026: 45,476 shares worth $912K. The stake represents 0.01% of the portfolio and ranks #786 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SONY as recently as Q4 2025.

Global Retirement Partners first reported a position in SONY in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.35M in Q4 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Global Retirement Partners held 45,476 shares of Sony worth $912K as of Q2 2026.
  • Sony was a new Global Retirement Partners position in Q2 2026.
  • Sony made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #786 holding.
  • Global Retirement Partners first reported a position in Sony in Q4 2019 and has held it in 23 quarters since.
  • Global Retirement Partners's Sony position peaked at $1.35M in Q4 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.