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Heritage Family Offices’s Sony SONY Stock Holding History

Heritage Family Offices’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 		$516K Sell
24,935
-11,082
-31% -$248K 0.23% 102
2025
Q4 		$922K Sell
36,017
-2,927
-8% -$82.2K 0.42% 56
2025
Q3 		$1.12M Buy
38,944
+1,173
+3% +$31.5K 0.52% 44
2025
Q2 		$948K Hold
37,771
– – 0.48% 49
2025
Q1 		$959K Sell
37,771
-10,839
-22% -$250K 0.49% 48
2024
Q4 		$1.03M Buy
48,610
+5,980
+14% +$116K 0.51% 43
2024
Q3 		$823K Buy
42,630
+350
+0.8% +$6.38K 0.43% 52
2024
Q2 		$718K Buy
+42,280
New +$699K 0.4% 57

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

Heritage Family Offices's SONY Position: Q1 2026 in Review

Heritage Family Offices reduced its Sony (SONY) stake by 31% in Q1 2026, selling an estimated $248K and leaving 24,935 shares worth $516K. The position accounts for 0.23% of the portfolio, ranked #102.

Heritage Family Offices first reported a position in SONY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Heritage Family Offices held 24,935 shares of Sony worth $516K as of Q1 2026.
  • Heritage Family Offices sold 11,082 Sony shares in Q1 2026, an estimated $248K.
  • Sony made up 0.23% of Heritage Family Offices's portfolio in Q1 2026, its #102 holding.
  • Heritage Family Offices first reported a position in Sony in Q2 2024 and has held it in 8 quarters since.
  • Heritage Family Offices's Sony position peaked at $1.12M in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.