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Mount Yale Investment Advisors’s Sony SONY Stock Holding History

Mount Yale Investment 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
Q2 		$427K Sell
21,289
-1,459
-6% -$30.8K 0.01% 844
2026
Q1 		$471K Sell
22,748
-4,684
-17% -$105K 0.01% 736
2025
Q4 		$702K Buy
27,432
+9,451
+53% +$265K 0.03% 381
2025
Q3 		$518K Buy
17,981
+17,321
+2,624% +$466K 0.04% 413
2025
Q2 		$17.2K Buy
+660
New +$16.5K ﹤0.01% 1067
2023
Q4 		– Sell
-19,685
Closed -$324K – 537
2023
Q3 		$324K Sell
19,685
-175
-0.9% -$3.05K 0.04% 378
2023
Q2 		$358K Sell
19,860
-335
-2% -$6.28K 0.04% 359
2023
Q1 		$366K Buy
+20,195
New +$350K 0.04% 344
2022
Q3 		– Sell
-13,055
Closed -$214K – 478
2022
Q2 		$214K Buy
13,055
+1,225
+10% +$21.7K 0.03% 431
2022
Q1 		$243K Sell
11,830
-6,615
-36% -$144K 0.03% 413
2021
Q4 		$466K Buy
18,445
+300
+2% +$7.14K 0.05% 307
2021
Q3 		$401K Buy
18,145
+40
+0.2% +$837 0.05% 315
2021
Q2 		$352K Buy
+18,105
New +$367K 0.04% 296
2018
Q4 		– Sell
-2,425
Closed -$27K – 703
2018
Q3 		$27K Hold
2,425
– – ﹤0.01% 721
2018
Q2 		$25K Sell
2,425
-50,070
-95% -$487K ﹤0.01% 752
2018
Q1 		$508K Buy
+52,495
New +$517K 0.11% 166

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Mount Yale Investment Advisors's SONY Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Sony (SONY) stake by 6.4% in Q2 2026, selling an estimated $30.8K and leaving 21,289 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #844.

Mount Yale Investment Advisors first reported a position in SONY in Q1 2018 and has held it in 16 quarters since. The position peaked at $702K in Q4 2025. 743 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Mount Yale Investment Advisors held 21,289 shares of Sony worth $427K as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,459 Sony shares in Q2 2026, an estimated $30.8K.
  • Sony made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #844 holding.
  • Mount Yale Investment Advisors first reported a position in Sony in Q1 2018 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's Sony position peaked at $702K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.