Insigneo Advisory Services’s Sony SONY Stock Holding History

Insigneo Advisory Services’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	$455K	Sell	21,994 -634	-3%	-$14.2K	0.03%	401
2025 Q4	$579K	Sell	22,628 -2,338	-9%	-$65.6K	0.04%	329
2025 Q3	$719K	Sell	24,966 -57	-0.2%	-$1.53K	0.05%	269
2025 Q2	$651K	Buy	25,023 +9,008	+56%	+$225K	0.06%	272
2025 Q1	$407K	Sell	16,015 -7,283	-31%	-$168K	0.04%	349
2024 Q4	$493K	Sell	23,298 -2,217	-9%	-$43.2K	0.05%	300
2024 Q3	$493K	Buy	25,515 +1,530	+6%	+$27.9K	0.05%	319
2024 Q2	$395K	Sell	23,985 -5,650	-19%	-$93.4K	0.04%	346
2024 Q1	$508K	Sell	29,635 -8,205	-22%	-$151K	0.06%	262
2023 Q4	$717K	Buy	37,840 +14,945	+65%	+$259K	0.1%	183
2023 Q3	$377K	Buy	22,895 +200	+0.9%	+$3.49K	0.08%	239
2023 Q2	$409K	Sell	22,695 -6,910	-23%	-$130K	0.08%	230
2023 Q1	$537K	Buy	29,605 +6,030	+26%	+$105K	0.17%	124
2022 Q4	$360K	Buy	+23,575	New	+$352K	0.14%	163

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Insigneo Advisory Services's SONY Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Sony (SONY) stake by 2.8% in Q1 2026, selling an estimated $14.2K and leaving 21,994 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #401.

Insigneo Advisory Services first reported a position in SONY in Q4 2022 and has held it in 14 quarters since. The position peaked at $719K in Q3 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Insigneo Advisory Services held 21,994 shares of Sony worth $455K as of Q1 2026.
Insigneo Advisory Services sold 634 Sony shares in Q1 2026, an estimated $14.2K.
Sony made up 0.03% of Insigneo Advisory Services's portfolio in Q1 2026, its #401 holding.
Insigneo Advisory Services first reported a position in Sony in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Sony position peaked at $719K in Q3 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.