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HighPoint Advisor Group’s Sony SONY Stock Holding History

HighPoint Advisor Group’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 		– Sell
-19,299
Closed -$494K – 988
2025
Q4 		$494K Buy
19,299
+5,629
+41% +$158K 0.01% 670
2025
Q3 		$394K Buy
13,670
+367
+3% +$9.87K 0.02% 455
2025
Q2 		$346K Buy
13,303
+1,824
+16% +$45.6K 0.02% 472
2025
Q1 		$296K Sell
11,479
-1,804
-14% -$41.7K 0.02% 496
2024
Q4 		$297K Sell
13,283
-46,762
-78% -$911K 0.02% 514
2024
Q3 		$213K Buy
+60,045
New +$1.09M 0.01% 598
2024
Q2 		– Sell
-13,770
Closed -$210K – 636
2024
Q1 		$210K Buy
13,770
+735
+6% +$13.5K 0.01% 586
2023
Q4 		$224K Buy
+13,035
New +$226K 0.02% 555

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

HighPoint Advisor Group's SONY Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Sony (SONY) in Q1 2026, closing a stake of 19,299 shares — an estimated $494K sold.

HighPoint Advisor Group first reported a position in SONY in Q4 2023 and held it in 8 quarters. The position peaked at $494K in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 19,299 Sony shares in Q1 2026, an estimated $494K.
  • HighPoint Advisor Group first reported a position in Sony in Q4 2023 and held it in 8 quarters.
  • HighPoint Advisor Group's Sony position peaked at $494K in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.