Ovata Capital Management’s Sony SONY Stock Holding History

Ovata Capital 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 Q2	–	Sell	-20,000	Closed	-$402K	–	48
2026 Q1	$402K	Hold	20,000	–	–	0.06%	36
2025 Q4	$514K	Sell	20,000 -7,000	-26%	-$197K	0.06%	48
2025 Q3	$777K	Buy	+27,000	New	+$726K	0.16%	32
2025 Q2	–	Sell	-93,465	Closed	-$2.36M	–	55
2025 Q1	$2.36M	Buy	93,465 +49,300	+112%	+$1.14M	0.9%	20
2024 Q4	$949K	Sell	44,165 -12,685	-22%	-$247K	0.36%	27
2024 Q3	$1.11M	Buy	56,850 +26,000	+84%	+$474K	0.47%	23
2024 Q2	$524K	Sell	30,850 -3,425	-10%	-$56.6K	0.28%	30
2024 Q1	$588K	Buy	34,275 +9,275	+37%	+$171K	0.31%	29
2023 Q4	$497K	Buy	+25,000	New	+$434K	0.93%	10
2020 Q3	–	Sell	-687,850	Closed	-$9.43M	–	168
2020 Q2	$9.43M	Buy	687,850 +687,510	+202,209%	+$8.93M	2.82%	12
2020 Q1	$4K	Sell	340 -526,415	-100%	-$6.9M	﹤0.01%	33
2019 Q4	$7.18M	Buy	+526,755	New	+$6.57M	5.33%	5

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

Ovata Capital Management's SONY Position: Q2 2026 in Review

Ovata Capital Management sold out of Sony (SONY) in Q2 2026, closing a stake of 20,000 shares — an estimated $402K sold.

Ovata Capital Management first reported a position in SONY in Q4 2019 and held it in 12 quarters. The position peaked at $9.43M in Q2 2020. 739 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

Ovata Capital Management reported no remaining Sony position as of Q2 2026 after selling out during the quarter.
Ovata Capital Management sold 20,000 Sony shares in Q2 2026, an estimated $402K.
Ovata Capital Management first reported a position in Sony in Q4 2019 and held it in 12 quarters.
Ovata Capital Management's Sony position peaked at $9.43M in Q2 2020.
739 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Ovata Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.