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Kestra Private Wealth Services’s Sony SONY Stock Holding History

Kestra Private Wealth 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 		$204K Sell
9,840
-223
-2% -$5K ﹤0.01% 1630
2025
Q4 		$258K Buy
10,063
+651
+7% +$18.3K ﹤0.01% 1493
2025
Q3 		$271K Sell
9,412
-20,049
-68% -$539K ﹤0.01% 1410
2025
Q2 		$767K Sell
29,461
-8,599
-23% -$215K 0.01% 842
2025
Q1 		$966K Sell
38,060
-11,130
-23% -$257K 0.02% 692
2024
Q4 		$1.04M Buy
+49,190
New +$958K 0.02% 634
2024
Q3 		– Sell
-36,520
Closed -$620K – 1455
2024
Q2 		$620K Sell
36,520
-750
-2% -$12.4K 0.01% 747
2024
Q1 		$639K Sell
37,270
-845
-2% -$15.5K 0.01% 704
2023
Q4 		$722K Buy
38,115
+3,515
+10% +$61K 0.02% 612
2023
Q3 		$570K Buy
34,600
+5,265
+18% +$91.9K 0.02% 623
2023
Q2 		$528K Sell
29,335
-1,440
-5% -$27K 0.02% 614
2023
Q1 		$558K Buy
+30,775
New +$533K 0.02% 568
2022
Q2 		– Sell
-10,755
Closed -$221K – 1004
2022
Q1 		$221K Sell
10,755
-985
-8% -$21.4K 0.01% 855
2021
Q4 		$297K Sell
11,740
-115
-1% -$2.74K 0.01% 767
2021
Q3 		$262K Sell
11,855
-5,335
-31% -$112K 0.01% 760
2021
Q2 		$334K Sell
17,190
-2,790
-14% -$56.5K 0.02% 637
2021
Q1 		$424K Buy
19,980
+7,415
+59% +$157K 0.03% 495
2020
Q4 		$253K Sell
12,565
-1,160
-8% -$20.2K 0.02% 601
2020
Q3 		$211K Buy
+13,725
New +$213K 0.02% 585

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

Kestra Private Wealth Services's SONY Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Sony (SONY) stake by 2.2% in Q1 2026, selling an estimated $5K and leaving 9,840 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Kestra Private Wealth Services first reported a position in SONY in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.04M in Q4 2024. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Kestra Private Wealth Services held 9,840 shares of Sony worth $204K as of Q1 2026.
  • Kestra Private Wealth Services sold 223 Sony shares in Q1 2026, an estimated $5K.
  • Sony made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1630 holding.
  • Kestra Private Wealth Services first reported a position in Sony in Q3 2020 and has held it in 19 quarters since.
  • Kestra Private Wealth Services's Sony position peaked at $1.04M in Q4 2024.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.