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Legacy Wealth Partners (Colorado)’s Sony SONY Stock Holding History

Legacy Wealth Partners (Colorado)’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 		– Sell
-12,325
Closed -$316K – 193
2025
Q4 		$316K Buy
+12,325
New +$346K 0.08% 138

Other funds holding SONY

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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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s SONY Position: Q1 2026 in Review

Legacy Wealth Partners (Colorado) sold out of Sony (SONY) in Q1 2026, closing a stake of 12,325 shares — an estimated $316K sold.

Legacy Wealth Partners (Colorado) first reported a position in SONY in Q4 2025 and held it in 1 quarter. The position peaked at $316K in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 12,325 Sony shares in Q1 2026, an estimated $316K.
  • Legacy Wealth Partners (Colorado) first reported a position in Sony in Q4 2025 and held it in 1 quarter.
  • Legacy Wealth Partners (Colorado)'s Sony position peaked at $316K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q1 2026, filed 17 Apr 2026.