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 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 $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

Ovata Capital Management's SONY Position: Q1 2026 in Review

Ovata Capital Management held its Sony (SONY) position steady in Q1 2026 at 20,000 shares worth $402K. The position accounts for 0.06% of the portfolio, ranked #36.

Ovata Capital Management first reported a position in SONY in Q4 2019 and has held it in 12 quarters since. The position peaked at $9.43M in Q2 2020. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

Ovata Capital Management held 20,000 shares of Sony worth $402K as of Q1 2026.
Ovata Capital Management left its Sony share count unchanged in Q1 2026.
Sony made up 0.06% of Ovata Capital Management's portfolio in Q1 2026, its #36 holding.
Ovata Capital Management first reported a position in Sony in Q4 2019 and has held it in 12 quarters since.
Ovata Capital Management's Sony position peaked at $9.43M in Q2 2020.
734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Ovata Capital Management's 13F filing for Q1 2026, filed 13 May 2026.