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Natural Investments’s Sony SONY Stock Holding History

Natural Investments’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 		– Sell
-82,582
Closed -$1.71M – 316
2026
Q1 		$1.71M Sell
82,582
-274
-0.3% -$6.14K 0.42% 49
2025
Q4 		$2.12M Buy
82,856
+3,414
+4% +$95.8K 0.53% 39
2025
Q3 		$2.29M Sell
79,442
-94
-0.1% -$2.53K 0.57% 42
2025
Q2 		$2.07M Buy
79,536
+10,879
+16% +$272K 0.54% 49
2025
Q1 		$1.74M Sell
68,657
-77
-0.1% -$1.78K 0.49% 55
2024
Q4 		$1.45M Buy
+68,734
New +$1.34M 0.4% 65

Other funds holding SONY

Fisher Asset Management
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Natural Investments's SONY Position: Q2 2026 in Review

Natural Investments sold out of Sony (SONY) in Q2 2026, closing a stake of 82,582 shares — an estimated $1.71M sold.

Natural Investments first reported a position in SONY in Q4 2024 and held it in 6 quarters. The position peaked at $2.29M in Q3 2025. 414 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Natural Investments reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
  • Natural Investments sold 82,582 Sony shares in Q2 2026, an estimated $1.71M.
  • Natural Investments first reported a position in Sony in Q4 2024 and held it in 6 quarters.
  • Natural Investments's Sony position peaked at $2.29M in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.