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Kestra Advisory Services’s Sony SONY Stock Holding History

Kestra 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
Q2 		$1.45M Sell
72,075
-82,822
-53% -$1.75M ﹤0.01% 1567
2026
Q1 		$3.21M Sell
154,897
-23,516
-13% -$527K 0.01% 1023
2025
Q4 		$4.57M Buy
178,413
+3,613
+2% +$101K 0.02% 785
2025
Q3 		$5.03M Sell
174,800
-2,639
-1% -$71K 0.02% 679
2025
Q2 		$4.62M Buy
177,439
+3,294
+2% +$82.4K 0.02% 673
2025
Q1 		$4.42M Sell
174,145
-8,610
-5% -$199K 0.02% 625
2024
Q4 		$3.87M Sell
182,755
-1,675
-0.9% -$32.6K 0.02% 679
2024
Q3 		$3.56M Sell
184,430
-8,830
-5% -$161K 0.02% 699
2024
Q2 		$3.26M Buy
193,260
+130
+0.1% +$2.15K 0.02% 748
2024
Q1 		$3.31M Buy
193,130
+4,395
+2% +$80.8K 0.02% 671
2023
Q4 		$3.57M Buy
188,735
+10,750
+6% +$186K 0.03% 567
2023
Q3 		$2.93M Buy
177,985
+8,005
+5% +$140K 0.03% 556
2023
Q2 		$3.06M Sell
169,980
-16,140
-9% -$303K 0.03% 538
2023
Q1 		$3.37M Sell
186,120
-33,040
-15% -$573K 0.04% 470
2022
Q4 		$3.34M Sell
219,160
-16,165
-7% -$241K 0.03% 557
2022
Q3 		$3.02M Sell
235,325
-805
-0.3% -$12.9K 0.03% 521
2022
Q2 		$3.86M Buy
236,130
+9,630
+4% +$171K 0.04% 433
2022
Q1 		$4.65M Buy
226,500
+11,930
+6% +$259K 0.05% 390
2021
Q4 		$5.42M Buy
214,570
+10,065
+5% +$240K 0.05% 345
2021
Q3 		$4.52M Buy
204,505
+41,645
+26% +$872K 0.05% 426
2021
Q2 		$3.17M Buy
162,860
+8,385
+5% +$170K 0.04% 501
2021
Q1 		$3.27M Buy
154,475
+43,045
+39% +$909K 0.04% 442
2020
Q4 		$2.25M Buy
111,430
+35,345
+46% +$615K 0.03% 561
2020
Q3 		$1.34M Buy
+76,085
New +$1.18M 0.03% 542

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

Kestra Advisory Services's SONY Position: Q2 2026 in Review

Kestra Advisory Services reduced its Sony (SONY) stake by 53% in Q2 2026, selling an estimated $1.75M and leaving 72,075 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Kestra Advisory Services first reported a position in SONY in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.42M in Q4 2021. 742 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Kestra Advisory Services held 72,075 shares of Sony worth $1.45M as of Q2 2026.
  • Kestra Advisory Services sold 82,822 Sony shares in Q2 2026, an estimated $1.75M.
  • Sony made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1567 holding.
  • Kestra Advisory Services first reported a position in Sony in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Sony position peaked at $5.42M in Q4 2021.
  • 742 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.