Key Financial Inc’s Sony SONY Stock Holding History

Key Financial Inc’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	$487K	Sell	24,265 -602	-2%	-$12.7K	0.08%	190
2026 Q1	$515K	Buy	24,867 +602	+2%	+$13.5K	0.09%	176
2025 Q4	$621K	Sell	24,265 -197	-0.8%	-$5.53K	0.11%	148
2025 Q3	$703K	Hold	24,462	–	–	0.13%	137
2025 Q2	$637K	Hold	24,462	–	–	0.13%	136
2025 Q1	$621K	Hold	24,462	–	–	0.14%	133
2024 Q4	$518K	Buy	24,462 +197	+0.8%	+$3.84K	0.12%	149
2024 Q3	$469K	Hold	24,265	–	–	0.1%	160
2024 Q2	$412K	Hold	24,265	–	–	0.1%	158
2024 Q1	$416K	Sell	24,265 -2,340	-9%	-$43K	0.11%	155
2023 Q4	$504K	Hold	26,605	–	–	0.14%	122
2023 Q3	$439K	Hold	26,605	–	–	0.15%	117
2023 Q2	$479K	Sell	26,605 -220	-0.8%	-$4.13K	0.16%	116
2023 Q1	$486K	Buy	26,825 +26,000	+3,152%	+$451K	0.18%	105
2022 Q4	$10.6K	Hold	825	–	–	0.01%	619
2022 Q3	$11K	Hold	825	–	–	0.01%	616
2022 Q2	$13K	Buy	825 +520	+170%	+$9.21K	0.01%	576
2022 Q1	$6K	Hold	305	–	–	﹤0.01%	765
2021 Q4	$8K	Hold	305	–	–	﹤0.01%	637
2021 Q3	$7K	Hold	305	–	–	﹤0.01%	660
2021 Q2	$6K	Hold	305	–	–	﹤0.01%	667
2021 Q1	$6K	Buy	+305	New	+$6.44K	﹤0.01%	577

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Key Financial Inc's SONY Position: Q2 2026 in Review

Key Financial Inc reduced its Sony (SONY) stake by 2.4% in Q2 2026, selling an estimated $12.7K and leaving 24,265 shares worth $487K. The position accounts for 0.08% of the portfolio, ranked #190.

Key Financial Inc first reported a position in SONY in Q1 2021 and has held it in 22 quarters since. The position peaked at $703K in Q3 2025. 741 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Key Financial Inc held 24,265 shares of Sony worth $487K as of Q2 2026.
Key Financial Inc sold 602 Sony shares in Q2 2026, an estimated $12.7K.
Sony made up 0.08% of Key Financial Inc's portfolio in Q2 2026, its #190 holding.
Key Financial Inc first reported a position in Sony in Q1 2021 and has held it in 22 quarters since.
Key Financial Inc's Sony position peaked at $703K in Q3 2025.
741 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.