Mill Creek Capital Advisors’s Sony SONY Stock Holding History

Mill Creek Capital Advisors’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	$2.06M	Sell	99,290 -45	-0%	-$1.01K	0.04%	90
2025 Q4	$2.54M	Sell	99,335 -112	-0.1%	-$3.14K	0.05%	85
2025 Q3	$2.86M	Buy	99,447 +167	+0.2%	+$4.49K	0.06%	83
2025 Q2	$2.58M	Sell	99,280 -1,583	-2%	-$39.6K	0.06%	83
2025 Q1	$2.56M	Buy	100,863 +1,583	+2%	+$36.6K	0.06%	79
2024 Q4	$2.1M	Sell	99,280 -190	-0.2%	-$3.7K	0.05%	82
2024 Q3	$1.92M	Sell	99,470 -59,515	-37%	-$1.08M	0.05%	83
2024 Q2	$2.7M	Buy	158,985 +110	+0.1%	+$1.82K	0.07%	73
2024 Q1	$2.72M	Hold	158,875	–	–	0.07%	68
2023 Q4	$3.01M	Buy	158,875 +58,380	+58%	+$1.01M	0.09%	65
2023 Q3	$1.66M	Buy	100,495 +490	+0.5%	+$8.55K	0.06%	73
2023 Q2	$1.8M	Hold	100,005	–	–	0.06%	77
2023 Q1	$1.81M	Hold	100,005	–	–	0.07%	70
2022 Q4	$1.53M	Buy	+100,005	New	+$1.49M	0.06%	77

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Mill Creek Capital Advisors's SONY Position: Q1 2026 in Review

Mill Creek Capital Advisors reduced its Sony (SONY) stake by 0.05% in Q1 2026, selling an estimated $1.01K and leaving 99,290 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #90.

Mill Creek Capital Advisors first reported a position in SONY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.01M in Q4 2023. 736 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Mill Creek Capital Advisors held 99,290 shares of Sony worth $2.06M as of Q1 2026.
Mill Creek Capital Advisors sold 45 Sony shares in Q1 2026, an estimated $1.01K.
Sony made up 0.04% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #90 holding.
Mill Creek Capital Advisors first reported a position in Sony in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's Sony position peaked at $3.01M in Q4 2023.
736 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.