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Matthew Hamilton Rosenberg’s Sony SONY Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$295K Buy
12,534
+1,651
+15% +$37.8K 0.05% 170
2026
Q2 		$218K Buy
10,883
+1,039
+11% +$21.9K 0.04% 208
2026
Q1 		$204K Hold
9,844
– – 0.04% 210
2025
Q4 		$252K Hold
9,844
– – 0.05% 170
2025
Q3 		$283K Buy
9,844
+79
+0.8% +$2.12K 0.06% 155
2025
Q2 		$254K Buy
9,765
+442
+5% +$11.1K 0.06% 172
2025
Q1 		$237K Hold
9,323
– – 0.06% 160
2024
Q4 		$197K Buy
9,323
+1,133
+14% +$22.1K 0.05% 182
2024
Q3 		$158K Buy
8,190
+390
+5% +$7.11K 0.04% 229
2024
Q2 		$133K Sell
7,800
-855
-10% -$14.1K 0.04% 243
2024
Q1 		$149K Buy
8,655
+240
+3% +$4.41K 0.04% 240
2023
Q4 		$159K Buy
8,415
+215
+3% +$3.73K 0.05% 218
2023
Q3 		$135K Buy
8,200
+665
+9% +$11.6K 0.05% 237
2023
Q2 		$136K Sell
7,535
-220
-3% -$4.13K 0.05% 240
2023
Q1 		$141K Sell
7,755
-320
-4% -$5.55K 0.05% 243
2022
Q4 		$123K Buy
8,075
+620
+8% +$9.26K 0.04% 266
2022
Q3 		$95K Buy
7,455
+270
+4% +$4.33K 0.04% 301
2022
Q2 		$117K Sell
7,185
-1,240
-15% -$22K 0.04% 269
2022
Q1 		$174K Sell
8,425
-310
-4% -$6.74K 0.06% 208
2021
Q4 		$221K Buy
8,735
+930
+12% +$22.1K 0.08% 171
2021
Q3 		$173K Hold
7,805
– – 0.07% 185
2021
Q2 		$152K Hold
7,805
– – 0.08% 184
2021
Q1 		$165K Hold
7,805
– – 0.09% 150
2020
Q4 		$158K Hold
7,805
– – 0.1% 145
2020
Q3 		$120K Hold
7,805
– – 0.09% 161
2020
Q2 		$108K Buy
7,805
+3,805
+95% +$49.4K 0.09% 172
2020
Q1 		$48K Buy
+4,000
New +$52.4K 0.05% 263

Other funds holding SONY

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Matthew Hamilton Rosenberg's SONY Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Sony (SONY) stake by 15% in Q3 2026, buying an estimated $37.8K and bringing the position to 12,534 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #170.

Matthew Hamilton Rosenberg first reported a position in SONY in Q1 2020 and has held it in 27 quarters since. 33 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Matthew Hamilton Rosenberg held 12,534 shares of Sony worth $295K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 1,651 Sony shares in Q3 2026, an estimated $37.8K.
  • Sony made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #170 holding.
  • Matthew Hamilton Rosenberg first reported a position in Sony in Q1 2020 and has held it in 27 quarters since.
  • 33 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.