NorthRock Partners’s Sony SONY Stock Holding History

NorthRock Partners’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	–	Sell	-13,715	Closed	-$351K	–	718
2025 Q4	$351K	Buy	13,715 +6,119	+81%	+$172K	0.01%	440
2025 Q3	$219K	Buy	+7,596	New	+$204K	﹤0.01%	794
2025 Q2	–	Sell	-13,074	Closed	-$332K	–	890
2025 Q1	$332K	Buy	13,074 +23	+0.2%	+$531	0.01%	451
2024 Q4	$276K	Buy	13,051 +1,291	+11%	+$25.1K	0.01%	495
2024 Q3	$227K	Buy	+11,760	New	+$214K	0.01%	579

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $6.69B AUM

BlackRock New York $5.72T AUM 30.48% 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

NorthRock Partners's SONY Position: Q1 2026 in Review

NorthRock Partners sold out of Sony (SONY) in Q1 2026, closing a stake of 13,715 shares — an estimated $351K sold.

NorthRock Partners first reported a position in SONY in Q3 2024 and held it in 5 quarters. The position peaked at $351K in Q4 2025. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

NorthRock Partners reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
NorthRock Partners sold 13,715 Sony shares in Q1 2026, an estimated $351K.
NorthRock Partners first reported a position in Sony in Q3 2024 and held it in 5 quarters.
NorthRock Partners's Sony position peaked at $351K in Q4 2025.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.