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OneDigital Investment Advisors’s Sony SONY Stock Holding History

OneDigital 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 		$550K Sell
26,572
-2,493
-9% -$55.9K 0.01% 903
2025
Q4 		$744K Sell
29,065
-4,328
-13% -$122K 0.01% 782
2025
Q3 		$961K Sell
33,393
-797
-2% -$21.4K 0.01% 670
2025
Q2 		$890K Buy
34,190
+1,836
+6% +$45.9K 0.01% 675
2025
Q1 		$821K Sell
32,354
-1,045
-3% -$24.1K 0.01% 671
2024
Q4 		$707K Sell
33,399
-1,896
-5% -$36.9K 0.01% 758
2024
Q3 		$682K Buy
35,295
+515
+1% +$9.39K 0.01% 808
2024
Q2 		$591K Buy
+34,780
New +$575K 0.01% 829
2024
Q1 		– Sell
-22,990
Closed -$435K – 1152
2023
Q4 		$435K Buy
+22,990
New +$399K 0.01% 771
2022
Q1 		– Sell
-11,660
Closed -$295K – 839
2021
Q4 		$295K Sell
11,660
-125
-1% -$2.98K 0.01% 603
2021
Q3 		$261K Buy
11,785
+310
+3% +$6.49K 0.01% 608
2021
Q2 		$223K Sell
11,475
-1,290
-10% -$26.1K 0.01% 646
2021
Q1 		$271K Buy
+12,765
New +$270K 0.01% 538
2019
Q3 		– Sell
-3,100
Closed -$32K – 1064
2019
Q2 		$32K Hold
3,100
– – ﹤0.01% 668
2019
Q1 		$26K Hold
3,100
– – ﹤0.01% 659
2018
Q4 		$30K Hold
3,100
– – 0.01% 577
2018
Q3 		$38K Hold
3,100
– – 0.01% 471
2018
Q2 		$32K Hold
3,100
– – 0.01% 643
2018
Q1 		$30K Hold
3,100
– – 0.01% 662
2017
Q4 		$28K Hold
3,100
– – ﹤0.01% 681
2017
Q3 		$23K Hold
3,100
– – 0.01% 600
2017
Q2 		$24K Buy
+3,100
New +$22K 0.01% 695

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

OneDigital Investment Advisors's SONY Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Sony (SONY) stake by 8.6% in Q1 2026, selling an estimated $55.9K and leaving 26,572 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #903.

OneDigital Investment Advisors first reported a position in SONY in Q2 2017 and has held it in 22 quarters since. The position peaked at $961K in Q3 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • OneDigital Investment Advisors held 26,572 shares of Sony worth $550K as of Q1 2026.
  • OneDigital Investment Advisors sold 2,493 Sony shares in Q1 2026, an estimated $55.9K.
  • Sony made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #903 holding.
  • OneDigital Investment Advisors first reported a position in Sony in Q2 2017 and has held it in 22 quarters since.
  • OneDigital Investment Advisors's Sony position peaked at $961K in Q3 2025.
  • 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.