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 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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mount Yale Investment Advisors's SONY Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Sony (SONY) stake by 17% in Q1 2026, selling an estimated $105K and leaving 22,748 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #736.

Mount Yale Investment Advisors first reported a position in SONY in Q1 2018 and has held it in 15 quarters since. The position peaked at $702K in Q4 2025. 735 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Mount Yale Investment Advisors held 22,748 shares of Sony worth $471K as of Q1 2026.
Mount Yale Investment Advisors sold 4,684 Sony shares in Q1 2026, an estimated $105K.
Sony made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #736 holding.
Mount Yale Investment Advisors first reported a position in Sony in Q1 2018 and has held it in 15 quarters since.
Mount Yale Investment Advisors's Sony position peaked at $702K in Q4 2025.
735 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.