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 Q2	$272K	Sell	13,563 -11,372	-46%	-$240K	0.11%	173
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Heritage Family Offices's SONY Position: Q2 2026 in Review

Heritage Family Offices reduced its Sony (SONY) stake by 46% in Q2 2026, selling an estimated $240K and leaving 13,563 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #173.

Heritage Family Offices first reported a position in SONY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Heritage Family Offices held 13,563 shares of Sony worth $272K as of Q2 2026.
Heritage Family Offices sold 11,372 Sony shares in Q2 2026, an estimated $240K.
Sony made up 0.11% of Heritage Family Offices's portfolio in Q2 2026, its #173 holding.
Heritage Family Offices first reported a position in Sony in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's Sony position peaked at $1.12M in Q3 2025.
743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.