Opes Wealth Management’s Sony SONY Stock Holding History

Opes Wealth Management’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	$249K	Buy	12,035 +55	+0.5%	+$1.23K	0.04%	128
2025 Q4	$307K	Buy	11,980 +15	+0.1%	+$421	0.05%	122
2025 Q3	$344K	Sell	11,965 -50	-0.4%	-$1.34K	0.06%	109
2025 Q2	$313K	Sell	12,015 -11,445	-49%	-$286K	0.06%	117
2025 Q1	$596K	Hold	23,460	–	–	0.12%	82
2024 Q4	$496K	Hold	23,460	–	–	0.1%	83
2024 Q3	$453K	Hold	23,460	–	–	0.09%	85
2024 Q2	$399K	Sell	23,460 -29,450	-56%	-$487K	0.08%	91
2024 Q1	$907K	Hold	52,910	–	–	0.21%	63
2023 Q4	$1M	Buy	52,910 +27,860	+111%	+$483K	0.24%	58
2023 Q3	$413K	Hold	25,050	–	–	0.11%	89
2023 Q2	$451K	Hold	25,050	–	–	0.13%	87
2023 Q1	$454K	Hold	25,050	–	–	0.15%	75
2022 Q4	$382K	Hold	25,050	–	–	0.14%	78
2022 Q3	$321K	Hold	25,050	–	–	0.13%	74
2022 Q2	$410K	Hold	25,050	–	–	0.16%	65
2022 Q1	$515K	Hold	25,050	–	–	0.17%	64
2021 Q4	$633K	Hold	25,050	–	–	0.2%	60
2021 Q3	$554K	Hold	25,050	–	–	0.2%	55
2021 Q2	$487K	Hold	25,050	–	–	0.18%	55
2021 Q1	$531K	Hold	25,050	–	–	0.21%	49
2020 Q4	$507K	Hold	25,050	–	–	0.24%	49
2020 Q3	$385K	Hold	25,050	–	–	0.18%	50
2020 Q2	$346K	Buy	25,050 +50	+0.2%	+$650	0.18%	52
2020 Q1	$296K	Hold	25,000	–	–	0.22%	41
2019 Q4	$340K	Hold	25,000	–	–	0.21%	38
2019 Q3	$296K	Hold	25,000	–	–	0.2%	41
2019 Q2	$262K	Buy	+25,000	New	+$245K	0.18%	40

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

Opes Wealth Management's SONY Position: Q1 2026 in Review

Opes Wealth Management increased its Sony (SONY) stake by 0.46% in Q1 2026, buying an estimated $1.23K and bringing the position to 12,035 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #128.

Opes Wealth Management first reported a position in SONY in Q2 2019 and has held it in 28 quarters since. The position peaked at $1M in Q4 2023. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Opes Wealth Management held 12,035 shares of Sony worth $249K as of Q1 2026.
Opes Wealth Management bought 55 Sony shares in Q1 2026, an estimated $1.23K.
Sony made up 0.04% of Opes Wealth Management's portfolio in Q1 2026, its #128 holding.
Opes Wealth Management first reported a position in Sony in Q2 2019 and has held it in 28 quarters since.
Opes Wealth Management's Sony position peaked at $1M in Q4 2023.
733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.