GC
SONY icon

Guggenheim Capital’s Sony SONY Stock Holding History

Guggenheim Capital’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 		$574K Sell
28,620
-22,310
-44% -$470K ﹤0.01% 1232
2026
Q1 		$1.05M Buy
50,930
+2,735
+6% +$61.3K 0.01% 977
2025
Q4 		$1.23M Sell
48,195
-2,132
-4% -$59.9K 0.01% 839
2025
Q3 		$1.45M Buy
50,327
+1,459
+3% +$39.2K 0.01% 795
2025
Q2 		$1.27M Buy
48,868
+614
+1% +$15.4K 0.01% 800
2025
Q1 		$1.23M Sell
48,254
-206
-0.4% -$4.76K 0.01% 807
2024
Q4 		$1.03M Sell
48,460
-5,155
-10% -$100K 0.01% 908
2024
Q3 		$1.04M Buy
53,615
+2,620
+5% +$47.8K 0.01% 1083
2024
Q2 		$866K Buy
50,995
+865
+2% +$14.3K 0.01% 1190
2024
Q1 		$860K Buy
50,130
+1,460
+3% +$26.8K 0.01% 1258
2023
Q4 		$922K Sell
48,670
-8,755
-15% -$152K 0.01% 1199
2023
Q3 		$946K Buy
57,425
+1,590
+3% +$27.7K 0.01% 1131
2023
Q2 		$1.01M Buy
55,835
+2,460
+5% +$46.1K 0.01% 1155
2023
Q1 		$968K Buy
53,375
+4,520
+9% +$78.3K 0.01% 1201
2022
Q4 		$745K Buy
48,855
+16,695
+52% +$249K 0.01% 1308
2022
Q3 		$412K Buy
32,160
+7,345
+30% +$118K ﹤0.01% 1557
2022
Q2 		$406K Buy
+24,815
New +$440K ﹤0.01% 1659
2016
Q3 		– Sell
-39,370
Closed -$231K – 2921
2016
Q2 		$231K Sell
39,370
-785
-2% -$4.21K ﹤0.01% 2638
2016
Q1 		$207K Sell
40,155
-1,140
-3% -$5.23K ﹤0.01% 2678
2015
Q4 		$203K Sell
41,295
-3,400
-8% -$18K ﹤0.01% 2762
2015
Q3 		$219K Buy
44,695
+6,935
+18% +$37K ﹤0.01% 2709
2015
Q2 		$214K Hold
37,760
– – ﹤0.01% 2806
2015
Q1 		$202K Buy
+37,760
New +$191K ﹤0.01% 2798
2014
Q1 		– Sell
-93,930
Closed -$328K – 3351
2013
Q4 		$328K Buy
+93,930
New +$347K ﹤0.01% 2683

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

Guggenheim Capital's SONY Position: Q2 2026 in Review

Guggenheim Capital reduced its Sony (SONY) stake by 44% in Q2 2026, selling an estimated $470K and leaving 28,620 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Guggenheim Capital first reported a position in SONY in Q4 2013 and has held it in 24 quarters since. The position peaked at $1.45M in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Guggenheim Capital held 28,620 shares of Sony worth $574K as of Q2 2026.
  • Guggenheim Capital sold 22,310 Sony shares in Q2 2026, an estimated $470K.
  • Sony made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1232 holding.
  • Guggenheim Capital first reported a position in Sony in Q4 2013 and has held it in 24 quarters since.
  • Guggenheim Capital's Sony position peaked at $1.45M in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.