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HBK Sorce Advisory’s Sony SONY Stock Holding History

HBK Sorce Advisory’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 		$475K Sell
23,593
-1,036
-4% -$23.2K 0.01% 382
2025
Q4 		$548K Sell
24,629
-884
-3% -$24.8K 0.01% 355
2025
Q3 		$737K Sell
25,513
-616
-2% -$16.6K 0.02% 281
2025
Q2 		$680K Buy
26,129
+184
+0.7% +$4.6K 0.02% 288
2025
Q1 		$659K Sell
25,945
-883
-3% -$20.4K 0.02% 287
2024
Q4 		$568K Sell
26,828
-1,432
-5% -$27.9K 0.02% 310
2024
Q3 		$546K Sell
28,260
-2,100
-7% -$38.3K 0.02% 315
2024
Q2 		$516K Sell
30,360
-1,170
-4% -$19.3K 0.02% 323
2024
Q1 		$541K Sell
31,530
-1,795
-5% -$33K 0.02% 319
2023
Q4 		$631K Sell
33,325
-90
-0.3% -$1.56K 0.02% 277
2023
Q3 		$551K Buy
33,415
+100
+0.3% +$1.75K 0.02% 292
2023
Q2 		$600K Sell
33,315
-2,440
-7% -$45.8K 0.03% 289
2023
Q1 		$648K Sell
35,755
-33,195
-48% -$575K 0.03% 283
2022
Q4 		$1.05M Buy
68,950
+32,950
+92% +$492K 0.03% 277
2022
Q3 		$461K Buy
36,000
+7,060
+24% +$113K 0.03% 279
2022
Q2 		$473K Sell
28,940
-4,200
-13% -$74.4K 0.03% 247
2022
Q1 		$681K Buy
33,140
+7,445
+29% +$162K 0.04% 257
2021
Q4 		$650K Buy
25,695
+1,350
+6% +$32.1K 0.03% 284
2021
Q3 		$538K Sell
24,345
-5,565
-19% -$117K 0.03% 307
2021
Q2 		$582K Sell
29,910
-1,115
-4% -$22.6K 0.03% 297
2021
Q1 		$658K Buy
31,025
+800
+3% +$16.9K 0.04% 248
2020
Q4 		$611K Sell
30,225
-2,280
-7% -$39.7K 0.04% 244
2020
Q3 		$499K Buy
32,505
+1,855
+6% +$28.9K 0.04% 258
2020
Q2 		$424K Buy
+30,650
New +$398K 0.03% 272
2020
Q1 		– Sell
-16,120
Closed -$219K – 451
2019
Q4 		$219K Buy
+16,120
New +$201K 0.02% 395
2019
Q3 		– Sell
-20,295
Closed -$213K – 421
2019
Q2 		$213K Buy
+20,295
New +$199K 0.02% 380
2018
Q4 		– Sell
-19,630
Closed -$238K – 414
2018
Q3 		$238K Buy
+19,630
New +$216K 0.03% 341

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

HBK Sorce Advisory's SONY Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Sony (SONY) stake by 4.2% in Q1 2026, selling an estimated $23.2K and leaving 23,593 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #382.

HBK Sorce Advisory first reported a position in SONY in Q3 2018 and has held it in 27 quarters since. The position peaked at $1.05M in Q4 2022. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • HBK Sorce Advisory held 23,593 shares of Sony worth $475K as of Q1 2026.
  • HBK Sorce Advisory sold 1,036 Sony shares in Q1 2026, an estimated $23.2K.
  • Sony made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #382 holding.
  • HBK Sorce Advisory first reported a position in Sony in Q3 2018 and has held it in 27 quarters since.
  • HBK Sorce Advisory's Sony position peaked at $1.05M in Q4 2022.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.