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Icon Wealth Advisors’s Sony SONY Stock Holding History

Icon Wealth Advisors’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
-14,499
Closed -$376K – 435
2025
Q4 		$376K Sell
14,499
-247
-2% -$6.93K 0.03% 284
2025
Q3 		$425K Sell
14,746
-27
-0.2% -$726 0.03% 267
2025
Q2 		$385K Sell
14,773
-481
-3% -$12K 0.03% 282
2025
Q1 		$387K Sell
15,254
-3,329
-18% -$76.9K 0.03% 252
2024
Q4 		$393K Buy
18,583
+58
+0.3% +$1.13K 0.03% 253
2024
Q3 		$358K Sell
18,525
-15
-0.1% -$273 0.03% 262
2024
Q2 		$328K Buy
18,540
+1,930
+12% +$31.9K 0.03% 268
2024
Q1 		$285K Sell
16,610
-330
-2% -$6.07K 0.03% 288
2023
Q4 		$321K Buy
+16,940
New +$294K 0.03% 257

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

Icon Wealth Advisors's SONY Position: Q1 2026 in Review

Icon Wealth Advisors sold out of Sony (SONY) in Q1 2026, closing a stake of 14,499 shares — an estimated $376K sold.

Icon Wealth Advisors first reported a position in SONY in Q4 2023 and held it in 9 quarters. The position peaked at $425K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Icon Wealth Advisors reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 14,499 Sony shares in Q1 2026, an estimated $376K.
  • Icon Wealth Advisors first reported a position in Sony in Q4 2023 and held it in 9 quarters.
  • Icon Wealth Advisors's Sony position peaked at $425K in Q3 2025.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.