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IEQ Capital’s Sony SONY Stock Holding History

IEQ Capital’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 		$2.12M Sell
105,623
-20,904
-17% -$441K 0.01% 784
2026
Q1 		$2.62M Buy
126,527
+2,473
+2% +$55.4K 0.01% 673
2025
Q4 		$3.18M Buy
124,054
+8,654
+7% +$243K 0.01% 652
2025
Q3 		$3.32M Buy
115,400
+53,599
+87% +$1.44M 0.01% 602
2025
Q2 		$1.61M Buy
61,801
+16,015
+35% +$401K 0.01% 703
2025
Q1 		$1.16M Buy
45,786
+12,949
+39% +$299K 0.01% 715
2024
Q4 		$695K Buy
32,837
+747
+2% +$14.6K 0.01% 756
2024
Q3 		$620K Buy
32,090
+3,940
+14% +$71.8K 0.01% 683
2024
Q2 		$478K Buy
28,150
+2,955
+12% +$48.9K 0.01% 672
2024
Q1 		$432K Buy
25,195
+215
+0.9% +$3.95K 0.01% 669
2023
Q4 		$473K Buy
24,980
+4,020
+19% +$69.7K 0.01% 594
2023
Q3 		$345K Buy
20,960
+2,755
+15% +$48.1K 0.01% 679
2023
Q2 		$328K Buy
18,205
+2,740
+18% +$51.4K 0.01% 647
2023
Q1 		$280K Sell
15,465
-2,270
-13% -$39.3K 0.01% 737
2022
Q4 		$271K Buy
+17,735
New +$265K 0.01% 663
2022
Q3 		– Sell
-14,365
Closed -$235K – 871
2022
Q2 		$235K Buy
14,365
+1,085
+8% +$19.2K 0.01% 675
2022
Q1 		$273K Buy
+13,280
New +$289K 0.01% 664

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

IEQ Capital's SONY Position: Q2 2026 in Review

IEQ Capital reduced its Sony (SONY) stake by 17% in Q2 2026, selling an estimated $441K and leaving 105,623 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #784.

IEQ Capital first reported a position in SONY in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.32M in Q3 2025. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • IEQ Capital held 105,623 shares of Sony worth $2.12M as of Q2 2026.
  • IEQ Capital sold 20,904 Sony shares in Q2 2026, an estimated $441K.
  • Sony made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #784 holding.
  • IEQ Capital first reported a position in Sony in Q1 2022 and has held it in 17 quarters since.
  • IEQ Capital's Sony position peaked at $3.32M in Q3 2025.
  • 739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.