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Independent Advisor Alliance’s Sony SONY Stock Holding History

Independent Advisor Alliance’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 		$537K Buy
25,922
+1,018
+4% +$22.8K 0.01% 1085
2025
Q4 		$638K Buy
24,904
+7,229
+41% +$203K 0.02% 583
2025
Q3 		$509K Buy
17,675
+3,206
+22% +$86.2K 0.01% 619
2025
Q2 		$377K Buy
14,469
+2,398
+20% +$60K 0.01% 667
2025
Q1 		$306K Buy
12,071
+1,286
+12% +$29.7K 0.01% 654
2024
Q4 		$228K Buy
+10,785
New +$210K ﹤0.01% 1246
2024
Q3 		– Sell
-13,515
Closed -$230K – 753
2024
Q2 		$230K Sell
13,515
-18,895
-58% -$312K 0.01% 640
2024
Q1 		$556K Sell
32,410
-2,290
-7% -$42.1K 0.02% 430
2023
Q4 		$657K Sell
34,700
-3,230
-9% -$56K 0.02% 379
2023
Q3 		$625K Sell
37,930
-6,490
-15% -$113K 0.03% 370
2023
Q2 		$800K Sell
44,420
-10
-0% -$188 0.04% 335
2023
Q1 		$805K Buy
+44,430
New +$770K 0.04% 322
2022
Q4 		– Sell
-87,530
Closed -$1.12M – 606
2022
Q3 		$1.12M Sell
87,530
-3,045
-3% -$48.8K 0.07% 247
2022
Q2 		$1.48M Sell
90,575
-10,350
-10% -$183K 0.08% 202
2022
Q1 		$2.07M Buy
+100,925
New +$2.19M 0.1% 180

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

Independent Advisor Alliance's SONY Position: Q1 2026 in Review

Independent Advisor Alliance increased its Sony (SONY) stake by 4.1% in Q1 2026, buying an estimated $22.8K and bringing the position to 25,922 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #1085.

Independent Advisor Alliance first reported a position in SONY in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.07M in Q1 2022. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Independent Advisor Alliance held 25,922 shares of Sony worth $537K as of Q1 2026.
  • Independent Advisor Alliance bought 1,018 Sony shares in Q1 2026, an estimated $22.8K.
  • Sony made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1085 holding.
  • Independent Advisor Alliance first reported a position in Sony in Q1 2022 and has held it in 15 quarters since.
  • Independent Advisor Alliance's Sony position peaked at $2.07M in Q1 2022.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.