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Hoxton Planning & Management’s Sony SONY Stock Holding History

Hoxton Planning & Management’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
-7,923
Closed -$203K – 230
2025
Q4 		$203K Sell
7,923
-10
-0.1% -$281 0.06% 212
2025
Q3 		$228K Buy
+7,933
New +$213K 0.07% 191

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

Hoxton Planning & Management's SONY Position: Q1 2026 in Review

Hoxton Planning & Management sold out of Sony (SONY) in Q1 2026, closing a stake of 7,923 shares — an estimated $203K sold.

Hoxton Planning & Management first reported a position in SONY in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Hoxton Planning & Management reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Hoxton Planning & Management sold 7,923 Sony shares in Q1 2026, an estimated $203K.
  • Hoxton Planning & Management first reported a position in Sony in Q3 2025 and held it in 2 quarters.
  • Hoxton Planning & Management's Sony position peaked at $228K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Hoxton Planning & Management's 13F filing for Q1 2026, filed 20 Apr 2026.