Massachusetts Financial Services’s Sony SONY Stock Holding History

Massachusetts Financial 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	$21.6M	Buy	1,077,334 +108,125	+11%	+$2.28M	0.01%	655
2026 Q1	$20.1M	Buy	969,209 +179,748	+23%	+$4.03M	0.01%	643
2025 Q4	$20.2M	Buy	789,461 +38,597	+5%	+$1.08M	0.01%	646
2025 Q3	$21.6M	Buy	750,864 +110,191	+17%	+$2.96M	0.01%	621
2025 Q2	$16.7M	Buy	640,673 +429,274	+203%	+$10.7M	0.01%	640
2025 Q1	$5.37M	Buy	211,399 +111,356	+111%	+$2.57M	﹤0.01%	695
2024 Q4	$2.12M	Buy	+100,043	New	+$1.95M	﹤0.01%	757

Other funds holding SONY

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Massachusetts Financial Services's SONY Position: Q2 2026 in Review

Massachusetts Financial Services increased its Sony (SONY) stake by 11% in Q2 2026, buying an estimated $2.28M and bringing the position to 1,077,334 shares worth $21.6M. The position accounts for 0.01% of the portfolio, ranked #655.

Massachusetts Financial Services first reported a position in SONY in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.6M in Q3 2025. 414 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Massachusetts Financial Services held 1,077,334 shares of Sony worth $21.6M as of Q2 2026.
Massachusetts Financial Services bought 108,125 Sony shares in Q2 2026, an estimated $2.28M.
Sony made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #655 holding.
Massachusetts Financial Services first reported a position in Sony in Q4 2024 and has held it in 7 quarters since.
Massachusetts Financial Services's Sony position peaked at $21.6M in Q3 2025.
414 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.