Operose Advisors’s Sony SONY Stock Holding History

Operose 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	$30.5K	Sell	1,520 -751	-33%	-$15.8K	0.01%	349
2026 Q1	$47K	Buy	2,271 +751	+49%	+$16.8K	0.01%	292
2025 Q4	$38.9K	Hold	1,520	–	–	0.01%	303
2025 Q3	$43.8K	Hold	1,520	–	–	0.01%	271
2025 Q2	$39.6K	Hold	1,520	–	–	0.01%	248
2025 Q1	$38.6K	Hold	1,520	–	–	0.01%	231
2024 Q4	$32.2K	Hold	1,520	–	–	0.01%	242
2024 Q3	$29.4K	Hold	1,520	–	–	0.01%	346
2024 Q2	$25.8K	Hold	1,520	–	–	0.01%	321
2024 Q1	$26.1K	Hold	1,520	–	–	0.01%	342
2023 Q4	$28.8K	Hold	1,520	–	–	0.01%	296
2023 Q3	$25.1K	Hold	1,520	–	–	0.01%	435
2023 Q2	$27.4K	Hold	1,520	–	–	0.01%	205
2023 Q1	$27.6K	Buy	+1,520	New	+$26.3K	0.01%	201

Other funds holding SONY

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Operose Advisors's SONY Position: Q2 2026 in Review

Operose Advisors reduced its Sony (SONY) stake by 33% in Q2 2026, selling an estimated $15.8K and leaving 1,520 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #349.

Operose Advisors first reported a position in SONY in Q1 2023 and has held it in 14 quarters since. The position peaked at $47K in Q1 2026. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Operose Advisors held 1,520 shares of Sony worth $30.5K as of Q2 2026.
Operose Advisors sold 751 Sony shares in Q2 2026, an estimated $15.8K.
Sony made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #349 holding.
Operose Advisors first reported a position in Sony in Q1 2023 and has held it in 14 quarters since.
Operose Advisors's Sony position peaked at $47K in Q1 2026.
737 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.